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Steward Partners Investment Advisory, LLC: AEP position timeline

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

Steward Partners Investment Advisory, LLC held 182,456 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,456 shares
    Change vs previous 13F +14,225 shares

    0.13% of the 13F portfolio, value $24,961,805.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 168,231 shares
    Change vs previous 13F +40,825 shares

    0.11% of the 13F portfolio, value $22,051,706.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 127,406 shares
    Change vs previous 13F +1,655 shares

    0.08% of the 13F portfolio, value $14,691,163.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 125,751 shares
    Change vs previous 13F +34,758 shares

    0.08% of the 13F portfolio, value $14,147,027.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 90,993 shares
    Change vs previous 13F +30,292 shares

    0.07% of the 13F portfolio, value $9,441,446.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 60,701 shares
    Change vs previous 13F +11,046 shares

    0.06% of the 13F portfolio, value $6,632,794.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 49,655 shares
    Change vs previous 13F +4,005 shares

    0.04% of the 13F portfolio, value $4,579,674.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 45,650 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,683,714.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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