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Diversify Advisory Services, LLC: AEP position timeline

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

Diversify Advisory Services, LLC held 21,424 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,424 shares
    Change vs previous 13F +15,526 shares

    0.02% of the 13F portfolio, value $2,861,976.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,712 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,712 shares

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

  2. period ended2026-03-31
    13F 5,898 shares
    Change vs previous 13F -7,314 shares

    0.01% of the 13F portfolio, value $792,990.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,898 shares

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

  3. period ended2025-12-31
    13F 13,212 shares
    Change vs previous 13F +1,722 shares

    0.03% of the 13F portfolio, value $1,577,154.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,887 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,325 shares

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

  4. period ended2025-09-30
    13F 11,490 shares
    Change vs previous 13F +4,316 shares

    0.03% of the 13F portfolio, value $1,377,851.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,475 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,015 shares

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

  5. period ended2025-06-30
    13F 7,174 shares
    Change vs previous 13F -3,720 shares

    0.02% of the 13F portfolio, value $803,383.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,973 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,201 shares

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

  6. period ended2025-03-31
    13F 10,894 shares
    Change vs previous 13F +5,738 shares

    0.04% of the 13F portfolio, value $1,181,956.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 8,558 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,336 shares

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

  7. period ended2024-12-31
    13F 5,156 shares
    Change vs previous 13F +29 shares

    0.02% of the 13F portfolio, value $482,119.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,792 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,364 shares

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

  8. period ended2024-09-30
    13F 5,127 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $514,150.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,955 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,172 shares

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