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Disclosery

Sunpointe, LLC: AEP position timeline

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

Sunpointe, LLC held 0 AEP shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,127 shares

    13F-HR 0001951757-26-000676 filed by Sunpointe, 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.

  2. period ended2025-12-31
    13F 2,127 shares
    Change vs previous 13F -370 shares

    0.08% of the 13F portfolio, value $245,264.

    13F-HR 0001951757-26-000289 filed by Sunpointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,497 shares
    Change vs previous 13F +156 shares

    0.1% of the 13F portfolio, value $280,913.

    13F-HR 0001951757-25-001401 filed by Sunpointe, 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 2,341 shares
    Change vs previous 13F +20 shares

    0.1% of the 13F portfolio, value $242,879.

    13F-HR 0001951757-25-000602 filed by Sunpointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,321 shares
    Change vs previous 13F +12 shares

    0.14% of the 13F portfolio, value $253,604.

    13F-HR 0001951757-25-000527 filed by Sunpointe, 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 2,309 shares
    Change vs previous 13F +51 shares

    0.11% of the 13F portfolio, value $212,949.

    13F-HR 0001951757-25-000169 filed by Sunpointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,258 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $231,671.

    13F-HR 0001951757-24-001043 filed by Sunpointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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