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STRATEGY ASSET MANAGERS LLC: AEP position timeline

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

STRATEGY ASSET MANAGERS LLC held 7,106 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,106 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $972,172.

    13F-HR 0001166716-26-000005 filed by STRATEGY ASSET MANAGERS 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 7,105 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $931,323.

    13F-HR 0001166716-26-000004 filed by STRATEGY ASSET MANAGERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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