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Verdence Capital Advisors LLC: AEP position timeline

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

Verdence Capital Advisors LLC held 9,222 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,222 shares
    Change vs previous 13F -396 shares

    0.07% of the 13F portfolio, value $1,261,617.

    13F-HR 0001719305-26-000004 filed by Verdence Capital Advisors 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 9,618 shares
    Change vs previous 13F -7,142 shares

    0.07% of the 13F portfolio, value $1,260,701.

    13F-HR 0001719305-26-000003 filed by Verdence Capital Advisors 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 16,760 shares
    Change vs previous 13F -7,105 shares

    0.11% of the 13F portfolio, value $1,932,638.

    13F-HR 0001719305-26-000002 filed by Verdence Capital Advisors 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 23,865 shares
    Change vs previous 13F +7,892 shares

    0.16% of the 13F portfolio, value $2,777,655.

    13F-HR 0001719305-25-000008 filed by Verdence Capital Advisors 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 15,973 shares
    Change vs previous 13F +114 shares

    0.11% of the 13F portfolio, value $1,657,323.

    13F-HR 0001719305-25-000005 filed by Verdence Capital Advisors 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 15,859 shares
    Change vs previous 13F -603 shares

    0.13% of the 13F portfolio, value $1,732,874.

    13F-HR 0001719305-25-000004 filed by Verdence Capital Advisors 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 16,462 shares
    Change vs previous 13F +13 shares

    0.12% of the 13F portfolio, value $1,518,247.

    13F-HR 0001719305-25-000002 filed by Verdence Capital Advisors 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 16,449 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,687,648.

    13F-HR 0001719305-24-000007 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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