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Disclosery

Trajan Wealth LLC: AEP position timeline

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

Trajan Wealth LLC held 62,225 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,225 shares
    Change vs previous 13F +15,056 shares

    0.32% of the 13F portfolio, value $8,512,958.

    13F-HR 0001934415-26-000005 filed by Trajan 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 47,169 shares
    Change vs previous 13F +1,854 shares

    0.25% of the 13F portfolio, value $6,182,879.

    13F-HR 0001934415-26-000004 filed by Trajan 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 45,315 shares
    Change vs previous 13F -275 shares

    0.22% of the 13F portfolio, value $5,225,254.

    13F-HR 0001934415-26-000001 filed by Trajan 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 45,590 shares
    Change vs previous 13F -420 shares

    0.22% of the 13F portfolio, value $5,128,834.

    13F-HR 0001934415-25-000005 filed by Trajan 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 46,010 shares
    Change vs previous 13F +327 shares

    0.23% of the 13F portfolio, value $4,773,972.

    13F-HR 0001934415-25-000004 filed by Trajan 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 45,683 shares
    Change vs previous 13F -2,893 shares

    0.27% of the 13F portfolio, value $4,991,818.

    13F-HR 0001085146-25-002998 filed by Trajan 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 48,576 shares
    Change vs previous 13F +2,408 shares

    0.25% of the 13F portfolio, value $4,480,188.

    13F-HR 0001934415-25-000002 filed by Trajan 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 46,168 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,736,815.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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