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Disclosery

Callan Family Office, LLC: AEP position timeline

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

Callan Family Office, LLC held 17,412 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,412 shares
    Change vs previous 13F -121 shares

    0.05% of the 13F portfolio, value $2,382,185.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, 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 17,533 shares
    Change vs previous 13F -999 shares

    0.05% of the 13F portfolio, value $2,298,263.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, 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 18,532 shares
    Change vs previous 13F +4,032 shares

    0.05% of the 13F portfolio, value $2,136,955.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, 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 14,500 shares
    Change vs previous 13F +2,209 shares

    0.05% of the 13F portfolio, value $1,631,250.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, 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 12,291 shares
    Change vs previous 13F +9,463 shares

    0.04% of the 13F portfolio, value $1,275,314.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, 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 2,828 shares
    Change vs previous 13F -5,138 shares

    0.02% of the 13F portfolio, value $309,016.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, 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 7,966 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $734,704.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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