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Disclosery

RD Lewis Holdings, Inc.: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RD Lewis Holdings, Inc. on AEP, newest first. How the timeline and the estimate are built.

RD Lewis Holdings, Inc. held 21,437 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,437 shares
    Change vs previous 13F +1,190 shares

    1.96% of the 13F portfolio, value $2,632,035.

    13F-HR 0001951757-26-001255 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,247 shares
    Change vs previous 13F -255 shares

    2.41% of the 13F portfolio, value $2,776,876.

    13F-HR 0001951757-26-000591 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,502 shares
    Change vs previous 13F +1,209 shares

    2.11% of the 13F portfolio, value $2,473,976.

    13F-HR 0001951757-26-000389 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,293 shares
    Change vs previous 13F +120 shares

    2.22% of the 13F portfolio, value $2,366,865.

    13F-HR 0001951757-25-001421 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,173 shares
    Change vs previous 13F +747 shares

    2.2% of the 13F portfolio, value $2,180,545.

    13F-HR 0001951757-25-001067 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,426 shares
    Change vs previous 13F +415 shares

    2.25% of the 13F portfolio, value $1,984,296.

    13F-HR 0001951757-25-000514 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,011 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $1,807,404.

    13F-HR 0001951757-25-000229 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).