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Disclosery

Advisor OS, LLC: AEP position timeline

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

Advisor OS, LLC held 9,428 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,428 shares
    Change vs previous 13F +1,217 shares

    0.09% of the 13F portfolio, value $1,289,792.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 8,211 shares
    Change vs previous 13F +543 shares

    0.08% of the 13F portfolio, value $1,076,230.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 7,668 shares
    Change vs previous 13F +571 shares

    0.07% of the 13F portfolio, value $884,177.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 7,097 shares
    Change vs previous 13F -414 shares

    0.07% of the 13F portfolio, value $798,406.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 7,511 shares
    Change vs previous 13F +616 shares

    0.08% of the 13F portfolio, value $779,298.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 6,895 shares
    Change vs previous 13F +348 shares

    0.09% of the 13F portfolio, value $753,400.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 6,547 shares
    Change vs previous 13F +346 shares

    0.07% of the 13F portfolio, value $603,903.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 6,201 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $636,284.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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