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Disclosery

Concord Wealth Partners: AEP position timeline

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

Concord Wealth Partners held 1,884 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,884 shares
    Change vs previous 13F -185 shares

    0.03% of the 13F portfolio, value $257,750.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    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 2,069 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $271,205.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    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 2,070 shares
    Change vs previous 13F +1,257 shares

    0.03% of the 13F portfolio, value $238,692.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    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 813 shares
    Change vs previous 13F -5,611 shares

    0.01% of the 13F portfolio, value $91,463.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 813 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 6,424 shares
    Change vs previous 13F +5,227 shares

    0.05% of the 13F portfolio, value $666,554.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,212 shares
    • Concord Asset Management, LLC/VA: 3,212 shares

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

  6. period ended2025-03-31
    13F 1,197 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $130,796.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    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 1,187 shares
    Change vs previous 13F -656 shares

    0.02% of the 13F portfolio, value $109,477.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    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 1,843 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $189,092.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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