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Slocum, Gordon & Co LLP: AEP position timeline

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

Slocum, Gordon & Co LLP held 63,800 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 63,800 shares
    Change vs previous 13F -2,299 shares

    5.8% of the 13F portfolio, value $8,728,561.

    13F-HR 0001993325-26-000003 filed by Slocum, Gordon & Co LLP
    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 66,099 shares
    Change vs previous 13F -506 shares

    5.9% of the 13F portfolio, value $8,664,336.

    13F-HR 0001993325-26-000002 filed by Slocum, Gordon & Co LLP
    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 66,605 shares
    Change vs previous 13F -650 shares

    5.56% of the 13F portfolio, value $7,680,292.

    13F-HR 0001993325-26-000001 filed by Slocum, Gordon & Co LLP
    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 67,255 shares
    Change vs previous 13F -130 shares

    6.04% of the 13F portfolio, value $7,566,256.

    13F-HR 0001993325-25-000007 filed by Slocum, Gordon & Co LLP
    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 67,385 shares
    Change vs previous 13F -1,775 shares

    5.63% of the 13F portfolio, value $6,991,930.

    13F-HR 0001993325-25-000006 filed by Slocum, Gordon & Co LLP
    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 69,160 shares
    Change vs previous 13F -855 shares

    5.63% of the 13F portfolio, value $7,557,208.

    13F-HR 0001993325-25-000003 filed by Slocum, Gordon & Co LLP
    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 70,015 shares
    Change vs previous 13F -1,885 shares

    5.31% of the 13F portfolio, value $6,457,548.

    13F-HR 0001993325-25-000001 filed by Slocum, Gordon & Co LLP
    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 71,900 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $7,377,100.

    13F-HR 0001993325-24-000005 filed by Slocum, Gordon & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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