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Disclosery

TFG Advisers LLC: AEP position timeline

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

TFG Advisers LLC held 22,026 AEP shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 22,026 shares
    Change vs previous 13F +133 shares

    0.78% of the 13F portfolio, value $2,285,431.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 21,893 shares
    Change vs previous 13F -196 shares

    0.87% of the 13F portfolio, value $2,392,240.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 22,089 shares
    Change vs previous 13F -75 shares

    0.73% of the 13F portfolio, value $2,037,237.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 22,164 shares
    Change vs previous 13F +99 shares

    0.82% of the 13F portfolio, value $2,273,984.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 22,065 shares
    Change vs previous 13F -429 shares

    0.75% of the 13F portfolio, value $1,935,961.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 22,494 shares
    Change vs previous 13F -72 shares

    0.76% of the 13F portfolio, value $1,936,718.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 22,566 shares
    Change vs previous 13F +355 shares

    0.77% of the 13F portfolio, value $1,832,777.

    13F-HR 0001172661-24-000780 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 22,211 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,670,682.

    13F-HR 0001172661-23-003461 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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