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Tulsa Wealth Advisors, INC: AEP position timeline

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

Tulsa Wealth Advisors, INC held 3,253 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,253 shares
    Change vs previous 13F -37 shares

    0.06% of the 13F portfolio, value $445,065.

    13F-HR 0001765380-26-000308 filed by Tulsa Wealth Advisors, INC
    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 3,290 shares
    Change vs previous 13F -793 shares

    0.08% of the 13F portfolio, value $431,204.

    13F-HR 0001765380-26-000204 filed by Tulsa Wealth Advisors, INC
    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 4,083 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $470,832.

    13F-HR 0002114442-26-000001 filed by Tulsa Wealth Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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