TruWealth Advisors, LLC: AEP position timeline

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

TruWealth Advisors, LLC held 78,400 AEP shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

period ended2026-03-31
13F 78,400 shares
Change vs previous 13F +5,889 shares
0.49% of the 13F portfolio, value $10,276,723.
13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 72,511 shares
Change vs previous 13F not available
0.41% of the 13F portfolio, value $8,361,248.
13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).