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Sequoia Financial Advisors, LLC: AEP position timeline

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

Sequoia Financial Advisors, LLC held 132,456 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,456 shares
    Change vs previous 13F +5,142 shares

    0.09% of the 13F portfolio, value $18,121,272.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 127,314 shares
    Change vs previous 13F +9,278 shares

    0.09% of the 13F portfolio, value $16,688,390.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 118,036 shares
    Change vs previous 13F +11,126 shares

    0.08% of the 13F portfolio, value $13,610,746.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 106,910 shares
    Change vs previous 13F +4,978 shares

    0.07% of the 13F portfolio, value $12,027,440.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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/A 101,932 shares
    Change vs previous 13F +9,185 shares

    0.07% of the 13F portfolio, value $10,576,524.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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/A 92,747 shares
    Change vs previous 13F -5,661 shares

    0.08% of the 13F portfolio, value $10,134,438.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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/A 98,408 shares
    Change vs previous 13F -4,688 shares

    0.09% of the 13F portfolio, value $9,076,142.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial 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 103,096 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,577,693.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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