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Disclosery

Riverwater Partners LLC: AEP position timeline

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

Riverwater Partners LLC held 1,845 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,845 shares
    Change vs previous 13F +82 shares

    0.07% of the 13F portfolio, value $252,414.

    13F-HR 0001941040-26-000624 filed by Riverwater Partners 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 1,763 shares
    Change vs previous 13F -32 shares

    0.08% of the 13F portfolio, value $231,114.

    13F-HR 0001941040-26-000302 filed by Riverwater Partners 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 1,795 shares
    Change vs previous 13F -24 shares

    0.08% of the 13F portfolio, value $206,999.

    13F-HR 0001941040-26-000105 filed by Riverwater Partners 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 1,819 shares
    Change vs previous 13F +1,819 shares

    0.08% of the 13F portfolio, value $204,655.

    13F-HR 0001941040-25-000585 filed by Riverwater Partners 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 0 shares
    Change vs previous 13F -1,847 shares

    13F-HR 0001941040-25-000393 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,847 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $201,838.

    13F-HR 0001941040-25-000222 filed by Riverwater Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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