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Disclosery

Solitude Financial Services: AEP position timeline

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

Solitude Financial Services held 18,687 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 18,687 shares
    Change vs previous 13F +328 shares

    0.71% of the 13F portfolio, value $2,556,568.

    13F-HR 0001839890-26-000004 filed by Solitude Financial Services
    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 18,359 shares
    Change vs previous 13F +9,944 shares

    0.73% of the 13F portfolio, value $2,467,266.

    13F-HR 0001839890-26-000003 filed by Solitude Financial Services
    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 8,415 shares
    Change vs previous 13F +1,975 shares

    0.32% of the 13F portfolio, value $970,334.

    13F-HR 0001839890-26-000001 filed by Solitude Financial Services
    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 6,440 shares
    Change vs previous 13F +1,740 shares

    0.25% of the 13F portfolio, value $724,500.

    13F-HR 0001839890-25-000006 filed by Solitude Financial Services
    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 4,700 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $487,672.

    13F-HR 0001839890-25-000005 filed by Solitude Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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