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Disclosery

SIGNATUREFD, LLC: AEP position timeline

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

SIGNATUREFD, LLC held 13,663 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,663 shares
    Change vs previous 13F +732 shares

    0.02% of the 13F portfolio, value $1,869,200.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 12,931 shares
    Change vs previous 13F +2,411 shares

    0.03% of the 13F portfolio, value $1,695,061.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 10,520 shares
    Change vs previous 13F +601 shares

    0.02% of the 13F portfolio, value $1,213,102.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 9,919 shares
    Change vs previous 13F +192 shares

    0.02% of the 13F portfolio, value $1,115,848.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 9,727 shares
    Change vs previous 13F -351 shares

    0.02% of the 13F portfolio, value $1,009,251.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 10,078 shares
    Change vs previous 13F +224 shares

    0.02% of the 13F portfolio, value $1,101,183.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 9,854 shares
    Change vs previous 13F +338 shares

    0.02% of the 13F portfolio, value $908,825.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 9,516 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $976,303.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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