Skip to content
Disclosery

Soltis Investment Advisors LLC: AEP position timeline

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

Soltis Investment Advisors LLC held 81,719 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,719 shares
    Change vs previous 13F +5,062 shares

    0.65% of the 13F portfolio, value $11,179,957.

    13F-HR 0001802530-26-000004 filed by Soltis Investment 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 76,657 shares
    Change vs previous 13F +3,537 shares

    0.65% of the 13F portfolio, value $10,048,242.

    13F-HR 0001802530-26-000003 filed by Soltis Investment 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/A 73,120 shares
    Change vs previous 13F +3,467 shares

    0.56% of the 13F portfolio, value $8,431,518.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment 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 69,653 shares
    Change vs previous 13F +3,077 shares

    0.54% of the 13F portfolio, value $7,836,019.

    13F-HR 0001802530-25-000007 filed by Soltis Investment 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 66,576 shares
    Change vs previous 13F +4,320 shares

    0.54% of the 13F portfolio, value $6,907,925.

    13F-HR 0001802530-25-000004 filed by Soltis Investment 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 62,256 shares
    Change vs previous 13F -97 shares

    0.61% of the 13F portfolio, value $6,802,735.

    13F-HR 0001802530-25-000003 filed by Soltis Investment 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 62,353 shares
    Change vs previous 13F +23,829 shares

    0.53% of the 13F portfolio, value $5,750,819.

    13F-HR 0001802530-25-000002 filed by Soltis Investment 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/A 38,524 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,952,559.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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