Skip to content
Disclosery

Sand Hill Global Advisors, LLC: AEP position timeline

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

Sand Hill Global Advisors, LLC held 60,029 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,029 shares
    Change vs previous 13F -669 shares

    0.25% of the 13F portfolio, value $8,212,583.

    13F-HR 0001580642-26-005119 filed by Sand Hill Global Advisors, 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 60,698 shares
    Change vs previous 13F -150 shares

    0.27% of the 13F portfolio, value $7,956,309.

    13F-HR 0001580642-26-003176 filed by Sand Hill Global Advisors, 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 60,848 shares
    Change vs previous 13F -557 shares

    0.24% of the 13F portfolio, value $7,016,357.

    13F-HR 0001580642-26-001025 filed by Sand Hill Global Advisors, 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 61,405 shares
    Change vs previous 13F -546 shares

    0.24% of the 13F portfolio, value $6,908,037.

    13F-HR 0001580642-25-007219 filed by Sand Hill Global Advisors, 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 61,951 shares
    Change vs previous 13F +1,804 shares

    0.24% of the 13F portfolio, value $6,428,064.

    13F-HR 0001580642-25-005122 filed by Sand Hill Global Advisors, 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 60,147 shares
    Change vs previous 13F +1,247 shares

    0.27% of the 13F portfolio, value $6,572,293.

    13F-HR 0001580642-25-003091 filed by Sand Hill Global Advisors, 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 58,900 shares
    Change vs previous 13F -268 shares

    0.23% of the 13F portfolio, value $5,432,372.

    13F-HR 0001580642-25-000976 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 59,168 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,070,631.

    13F-HR 0001580642-24-006890 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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