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Disclosery

Wayfinding Financial, LLC: AEP position timeline

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

Wayfinding Financial, LLC held 2,227 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 2,227 shares
    Change vs previous 13F +27 shares

    0.12% of the 13F portfolio, value $304,000.

    13F-HR 0001898131-26-000003 filed by Wayfinding Financial, 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 2,200 shares
    Change vs previous 13F +82 shares

    0.13% of the 13F portfolio, value $288,000.

    13F-HR 0001898131-26-000002 filed by Wayfinding Financial, 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 2,118 shares
    Change vs previous 13F -13 shares

    0.1% of the 13F portfolio, value $244,000.

    13F-HR 0001898131-26-000001 filed by Wayfinding Financial, 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 2,131 shares
    Change vs previous 13F +20 shares

    0.1% of the 13F portfolio, value $239,000.

    13F-HR 0001898131-25-000005 filed by Wayfinding Financial, 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 2,111 shares
    Change vs previous 13F -108 shares

    0.11% of the 13F portfolio, value $242,000.

    13F-HR 0001898131-25-000002 filed by Wayfinding Financial, 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 2,219 shares
    Change vs previous 13F -62 shares

    0.11% of the 13F portfolio, value $242,000.

    13F-HR 0001898131-25-000001 filed by Wayfinding Financial, 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 2,281 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $210,000.

    13F-HR 0001898296-25-000003 filed by Wayfinding Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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