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Disclosery

CWM, LLC: AEP position timeline

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

CWM, LLC held 250,243 AEP shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 250,243 shares
    Change vs previous 13F -5,169 shares

    0.09% of the 13F portfolio, value $32,801,821.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 255,412 shares
    Change vs previous 13F -8,339 shares

    0.08% of the 13F portfolio, value $29,452,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 263,751 shares
    Change vs previous 13F +234,689 shares

    0.09% of the 13F portfolio, value $29,672,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 29,062 shares
    Change vs previous 13F +5,395 shares

    0.01% of the 13F portfolio, value $3,015,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 23,667 shares
    Change vs previous 13F -4,159 shares

    0.01% of the 13F portfolio, value $2,586,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 27,826 shares
    Change vs previous 13F +1,426 shares

    0.01% of the 13F portfolio, value $2,566,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 26,400 shares
    Change vs previous 13F +692 shares

    0.01% of the 13F portfolio, value $2,709,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 25,708 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,256,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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