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Sandbox Financial Partners, LLC: AEP position timeline

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

Sandbox Financial Partners, LLC held 3,091 AEP shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,091 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $405,138.

    13F-HR 0001951757-26-000530 filed by Sandbox Financial 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 ended2025-12-31
    13F 3,090 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $356,327.

    13F-HR 0001951757-26-000028 filed by Sandbox Financial 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 ended2025-09-30
    13F 3,089 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $347,566.

    13F-HR 0001951757-25-001157 filed by Sandbox Financial 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 ended2025-06-30
    13F 3,089 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $320,490.

    13F-HR 0001951757-25-000593 filed by Sandbox Financial 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 ended2025-03-31
    13F 3,088 shares
    Change vs previous 13F +118 shares

    0.12% of the 13F portfolio, value $337,426.

    13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,970 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $273,923.

    13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,970 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $304,722.

    13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,970 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $260,588.

    13F-HR 0001951757-24-000507 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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