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Disclosery

Welch Group, LLC: AEP position timeline

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

Welch Group, LLC held 384,533 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 384,533 shares
    Change vs previous 13F +8,081 shares

    1.8% of the 13F portfolio, value $52,607,972.

    13F-HR 0001443095-26-000006 filed by Welch Group, 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 376,452 shares
    Change vs previous 13F +51,267 shares

    1.85% of the 13F portfolio, value $49,345,286.

    13F-HR 0001443095-26-000004 filed by Welch Group, 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 325,185 shares
    Change vs previous 13F +316,991 shares

    1.45% of the 13F portfolio, value $37,497,077.

    13F-HR 0001443095-26-000001 filed by Welch Group, 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 8,194 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $921,877.

    13F-HR 0001443095-25-000008 filed by Welch Group, 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 8,188 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $849,561.

    13F-HR 0001443095-25-000007 filed by Welch Group, 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 8,167 shares
    Change vs previous 13F +1,296 shares

    0.04% of the 13F portfolio, value $873,527.

    13F-HR 0001443095-25-000003 filed by Welch Group, 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 6,871 shares
    Change vs previous 13F +19 shares

    0.03% of the 13F portfolio, value $632,563.

    13F-HR 0001443095-25-000001 filed by Welch Group, 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 6,852 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $703,055.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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