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Disclosery

Cerity Partners LLC: AEP position timeline

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

Cerity Partners LLC held 190,823 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,823 shares
    Change vs previous 13F -65,561 shares

    0.03% of the 13F portfolio, value $26,106,452.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 256,384 shares
    Change vs previous 13F +58,303 shares

    0.05% of the 13F portfolio, value $33,607,126.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 198,081 shares
    Change vs previous 13F +13,093 shares

    0.03% of the 13F portfolio, value $22,841,717.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 184,988 shares
    Change vs previous 13F +69,175 shares

    0.03% of the 13F portfolio, value $20,812,534.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 115,813 shares
    Change vs previous 13F +12,336 shares

    0.02% of the 13F portfolio, value $12,018,384.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 103,477 shares
    Change vs previous 13F +7,876 shares

    0.02% of the 13F portfolio, value $11,307,025.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 95,601 shares
    Change vs previous 13F +4,497 shares

    0.02% of the 13F portfolio, value $9,000,741.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 91,104 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,347,260.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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