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Disclosery

ROWLANDMILLER & PARTNERS.ADV: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROWLANDMILLER & PARTNERS.ADV on AEP, newest first. How the timeline and the estimate are built.

ROWLANDMILLER & PARTNERS.ADV held 1,758 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 1,758 shares
    Change vs previous 13F +260 shares

    0.04% of the 13F portfolio, value $240,511.

    13F-HR 0000225816-26-000003 filed by ROWLANDMILLER & PARTNERS.ADV
    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 1,498 shares
    Change vs previous 13F +190 shares

    0.04% of the 13F portfolio, value $196,357.

    13F-HR 0000225816-26-000002 filed by ROWLANDMILLER & PARTNERS.ADV
    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 1,308 shares
    Change vs previous 13F +100 shares

    0.03% of the 13F portfolio, value $150,825.

    13F-HR 0000225816-26-000001 filed by ROWLANDMILLER & PARTNERS.ADV
    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 1,208 shares
    Change vs previous 13F -35 shares

    0.03% of the 13F portfolio, value $135,900.

    13F-HR 0000225816-25-000008 filed by ROWLANDMILLER & PARTNERS.ADV
    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 1,243 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $128,973.

    13F-HR 0000225816-25-000003 filed by ROWLANDMILLER & PARTNERS.ADV
    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 1,243 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $135,822.

    13F-HR 0000225816-25-000002 filed by ROWLANDMILLER & PARTNERS.ADV
    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 1,243 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $114,641.

    13F-HR 0000225816-25-000001 filed by ROWLANDMILLER & PARTNERS.ADV
    Filed (acceptance time not in the bulk data set), ingested

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