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Disclosery

Stiles Financial Services Inc: AEP position timeline

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

Stiles Financial Services Inc held 3,299 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,299 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $451,355.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services Inc
    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 3,295 shares
    Change vs previous 13F +21 shares

    0.13% of the 13F portfolio, value $431,899.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services Inc
    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 3,274 shares
    Change vs previous 13F +24 shares

    0.12% of the 13F portfolio, value $377,513.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services Inc
    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 3,250 shares
    Change vs previous 13F +24 shares

    0.12% of the 13F portfolio, value $365,661.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services Inc
    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 3,226 shares
    Change vs previous 13F +387 shares

    0.12% of the 13F portfolio, value $334,696.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services Inc
    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 2,839 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $310,294.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services Inc
    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 2,832 shares
    Change vs previous 13F +27 shares

    0.09% of the 13F portfolio, value $261,156.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services Inc
    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 2,805 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $287,741.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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