Skip to content
Disclosery

Waldron Private Wealth LLC: AEP position timeline

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

Waldron Private Wealth LLC held 8,350 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,350 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $1,142,363.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 8,352 shares
    Change vs previous 13F +471 shares

    0.04% of the 13F portfolio, value $1,094,779.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 7,881 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $908,758.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 8,031 shares
    Change vs previous 13F +658 shares

    0.04% of the 13F portfolio, value $903,489.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 7,373 shares
    Change vs previous 13F -143 shares

    0.03% of the 13F portfolio, value $765,023.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 7,516 shares
    Change vs previous 13F -3,345 shares

    0.04% of the 13F portfolio, value $821,273.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 10,861 shares
    Change vs previous 13F +7,189 shares

    0.04% of the 13F portfolio, value $1,001,713.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 3,672 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $376,748.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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