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Disclosery

Corient Private Wealth LP: AEP position timeline

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

Corient Private Wealth LP held 133,866 AEP shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 133,866 shares
    Change vs previous 13F -34,637 shares

    0.03% of the 13F portfolio, value $18,314,210.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 131,046 shares
    • Corient IA LP: 2,820 shares

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

  2. period ended2026-03-31
    13F 168,503 shares
    Change vs previous 13F -5,370 shares

    0.03% of the 13F portfolio, value $21,816,902.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 165,683 shares
    • Corient IA LP: 2,820 shares

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

  3. period ended2025-12-31
    13F/A 173,873 shares
    Change vs previous 13F +11,000 shares

    0.03% of the 13F portfolio, value $20,051,839.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 170,373 shares
    • Corient IA LP: 3,500 shares

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

  4. period ended2025-09-30
    13F 162,873 shares
    Change vs previous 13F +12,950 shares

    0.03% of the 13F portfolio, value $18,014,956.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 159,373 shares
    • Corient IA LP: 3,500 shares

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

  5. period ended2025-06-30
    13F/A 149,923 shares
    Change vs previous 13F -428 shares

    0.02% of the 13F portfolio, value $15,555,906.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 146,423 shares
    • Corient IA LP: 3,500 shares

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

  6. period ended2025-03-31
    13F 150,351 shares
    Change vs previous 13F -2,791 shares

    0.03% of the 13F portfolio, value $16,428,985.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 146,851 shares
    • Corient IA LP: 3,500 shares

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

  7. period ended2024-12-31
    13F 153,142 shares
    Change vs previous 13F -5,184 shares

    0.02% of the 13F portfolio, value $14,123,850.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 158,326 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $16,244,091.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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