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Regent Investment Management LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regent Investment Management LLC on AEP, newest first. How the timeline and the estimate are built.

Regent Investment Management LLC held 15,710 AEP shares at 2022-12-31 per its 13F-HR filed 2023-01-26.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 15,710 shares
    Change vs previous 13F -90 shares

    0.4% of the 13F portfolio, value $1,492,000.

    13F-HR 0001559968-23-000002 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 15,800 shares
    Change vs previous 13F +1,825 shares

    0.4% of the 13F portfolio, value $1,366,000.

    13F-HR 0001559968-22-000008 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 13,975 shares
    Change vs previous 13F -680 shares

    0.37% of the 13F portfolio, value $1,341,000.

    13F-HR 0001559968-22-000006 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 14,655 shares
    Change vs previous 13F -205 shares

    0.34% of the 13F portfolio, value $1,462,000.

    13F-HR 0001559968-22-000004 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 14,860 shares
    Change vs previous 13F +3,775 shares

    0.29% of the 13F portfolio, value $1,322,000.

    13F-HR 0001559968-22-000002 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 11,085 shares
    Change vs previous 13F +2,700 shares

    0.22% of the 13F portfolio, value $900,000.

    13F-HR 0001559968-21-000008 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 8,385 shares
    Change vs previous 13F +335 shares

    0.17% of the 13F portfolio, value $709,000.

    13F-HR 0001559968-21-000006 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 8,050 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $682,000.

    13F-HR 0001559968-21-000004 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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