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RIA Advisory Group LLC: AEP position timeline

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

RIA Advisory Group LLC held 13,412 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,412 shares
    Change vs previous 13F +179 shares

    0.41% of the 13F portfolio, value $1,834,923.

    13F-HR 0002085853-26-000817 filed by RIA Advisory Group LLC
    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 13,233 shares
    Change vs previous 13F -20 shares

    0.42% of the 13F portfolio, value $1,734,604.

    13F-HR 0002085853-26-000473 filed by RIA Advisory Group LLC
    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 13,253 shares
    Change vs previous 13F +753 shares

    0.37% of the 13F portfolio, value $1,528,228.

    13F-HR 0002085853-26-000163 filed by RIA Advisory Group LLC
    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 12,500 shares
    Change vs previous 13F +4,394 shares

    0.36% of the 13F portfolio, value $1,406,215.

    13F-HR 0002085853-25-000287 filed by RIA Advisory Group LLC
    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 8,106 shares
    Change vs previous 13F +2,906 shares

    0.25% of the 13F portfolio, value $841,082.

    13F-HR 0001667731-25-001112 filed by RIA Advisory Group LLC
    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 5,200 shares
    Change vs previous 13F +1,144 shares

    0.18% of the 13F portfolio, value $568,221.

    13F-HR 0001667731-25-000613 filed by RIA Advisory Group LLC
    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 4,056 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $374,059.

    13F-HR 0001667731-25-000274 filed by RIA Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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