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STABLEFORD CAPITAL II LLC: AEP position timeline

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

STABLEFORD CAPITAL II LLC held 7,974 AEP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,974 shares
    Change vs previous 13F +1,269 shares

    0.33% of the 13F portfolio, value $946,035.

    13F-HR 0001842089-26-000004 filed by STABLEFORD CAPITAL II LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,705 shares
    Change vs previous 13F -20 shares

    0.32% of the 13F portfolio, value $917,311.

    13F-HR 0001842089-26-000003 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,725 shares
    Change vs previous 13F +6,725 shares

    0.33% of the 13F portfolio, value $881,513.

    13F-HR 0001842089-26-000002 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -8,565 shares

    13F-HR 0001754960-25-000486 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 8,565 shares
    Change vs previous 13F -527 shares

    0.39% of the 13F portfolio, value $922,536.

    13F-HR 0001754960-25-000229 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,092 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $838,555.

    13F-HR 0001754960-25-000066 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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