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Disclosery

Strategic Planning, Inc.: AEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Planning, Inc. on AEE, newest first. How the timeline and the estimate are built.

Strategic Planning, Inc. held 0 AEE shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -42,826 shares

    13F-HR 0001213900-26-058124 filed by Strategic Planning, Inc.
    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.

  2. period ended2025-12-31
    13F 42,826 shares
    Change vs previous 13F -1,872 shares

    2.3% of the 13F portfolio, value $4,276,647.

    13F-HR 0001213900-26-017626 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 44,698 shares
    Change vs previous 13F -592 shares

    2.7% of the 13F portfolio, value $4,665,541.

    13F-HR 0001213900-25-100168 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 45,290 shares
    Change vs previous 13F +73 shares

    2.6% of the 13F portfolio, value $4,349,641.

    13F-HR 0001213900-25-100166 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 45,217 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $4,539,788.

    13F-HR 0001213900-25-063531 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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