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TD PRIVATE CLIENT WEALTH LLC: AEP position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 44,580 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,580 shares
    Change vs previous 13F +4,853 shares

    0.11% of the 13F portfolio, value $6,099,010.

    13F-HR 0002052595-26-000082 filed by TD PRIVATE CLIENT WEALTH 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 39,727 shares
    Change vs previous 13F -19,122 shares

    0.11% of the 13F portfolio, value $5,207,435.

    13F-HR 0002052595-26-000059 filed by TD PRIVATE CLIENT WEALTH 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 58,849 shares
    Change vs previous 13F -14,002 shares

    0.14% of the 13F portfolio, value $6,785,895.

    13F-HR 0002052595-26-000006 filed by TD PRIVATE CLIENT WEALTH 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 72,851 shares
    Change vs previous 13F -5,666 shares

    0.18% of the 13F portfolio, value $8,195,754.

    13F-HR 0002052595-25-000069 filed by TD PRIVATE CLIENT WEALTH 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 78,517 shares
    Change vs previous 13F +3,980 shares

    0.2% of the 13F portfolio, value $8,146,924.

    13F-HR 0002052595-25-000004 filed by TD PRIVATE CLIENT WEALTH 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 74,537 shares
    Change vs previous 13F +4,159 shares

    0.22% of the 13F portfolio, value $8,144,658.

    13F-HR 0001089355-25-000036 filed by TD PRIVATE CLIENT WEALTH 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 70,378 shares
    Change vs previous 13F +101 shares

    0.18% of the 13F portfolio, value $6,490,963.

    13F-HR 0001089355-25-000003 filed by TD PRIVATE CLIENT WEALTH 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 70,277 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,210,420.

    13F-HR 0001654954-24-014605 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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