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Focus Partners Wealth: AEP position timeline

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

Focus Partners Wealth held 100,451 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,451 shares
    Change vs previous 13F -8,481 shares

    0.01% of the 13F portfolio, value $13,742,249.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 83,063 shares
    • Focus Partners Advisor Solutions, LLC: 17,388 shares

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

  2. period ended2026-03-31
    13F 108,932 shares
    Change vs previous 13F +8,683 shares

    0.01% of the 13F portfolio, value $14,280,320.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 91,015 shares
    • Focus Partners Advisor Solutions, LLC: 17,917 shares

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

  3. period ended2025-12-31
    13F 100,249 shares
    Change vs previous 13F +16,094 shares

    0.01% of the 13F portfolio, value $11,542,177.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 82,797 shares
    • Focus Partners Advisor Solutions, LLC: 17,452 shares

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

  4. period ended2025-09-30
    13F 84,155 shares
    Change vs previous 13F +22,857 shares

    0.01% of the 13F portfolio, value $9,487,141.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 67,271 shares
    • Focus Partners Advisor Solutions, LLC: 16,884 shares

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

  5. period ended2025-06-30
    13F 61,298 shares
    Change vs previous 13F -743 shares

    0.01% of the 13F portfolio, value $6,360,149.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 46,141 shares
    • Focus Partners Advisor Solutions, LLC: 15,157 shares

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

  6. period ended2025-03-31
    13F/A 62,041 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $6,779,443.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 45,175 shares
    • Focus Partners Advisor Solutions, LLC: 16,866 shares

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

  7. period ended2024-12-31
    13F/A 62,101 shares
    Change vs previous 13F +13,381 shares

    0.01% of the 13F portfolio, value $5,727,796.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 45,707 shares
    • Focus Partners Advisor Solutions, LLC: 16,394 shares

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

  8. period ended2024-09-30
    13F 48,720 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,999,006.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,038 shares
    • Focus Partners Advisor Solutions, LLC: 14,682 shares

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