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Kestra Advisory Services, LLC: AEP position timeline

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

Kestra Advisory Services, LLC held 189,103 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,103 shares
    Change vs previous 13F -6,607 shares

    0.06% of the 13F portfolio, value $25,871,220.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 56,760 shares
    • Kestra Advisory Services, LLC: 130,740 shares
    • Kestra Investment Management, LLC: 1,603 shares

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

  2. period ended2026-03-31
    13F 195,710 shares
    Change vs previous 13F +28,989 shares

    0.07% of the 13F portfolio, value $25,653,623.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 56,246 shares
    • Kestra Advisory Services, LLC: 139,464 shares

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

  3. period ended2025-12-31
    13F 166,721 shares
    Change vs previous 13F +16,351 shares

    0.06% of the 13F portfolio, value $19,224,591.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 50,536 shares
    • Kestra Advisory Services, LLC: 116,185 shares

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

  4. period ended2025-09-30
    13F 150,370 shares
    Change vs previous 13F +43,331 shares

    0.06% of the 13F portfolio, value $16,916,642.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 49,982 shares
    • Kestra Advisory Services, LLC: 100,388 shares

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

  5. period ended2025-06-30
    13F/A 107,039 shares
    Change vs previous 13F +10,624 shares

    0.04% of the 13F portfolio, value $11,106,416.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 51,101 shares
    • Kestra Advisory Services, LLC: 55,938 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 96,415 shares
    Change vs previous 13F -1,715 shares

    0.04% of the 13F portfolio, value $10,535,267.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 46,261 shares
    • Kestra Advisory Services, LLC: 50,140 shares
    • Kestra Investment Management, LLC: 14 shares

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

  7. period ended2024-12-31
    13F 98,130 shares
    Change vs previous 13F -3,578 shares

    0.03% of the 13F portfolio, value $9,050,483.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 44,410 shares
    • Kestra Advisory Services, LLC: 53,343 shares
    • Kestra Investment Management, LLC: 377 shares

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

  8. period ended2024-09-30
    13F 101,708 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,435,202.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,508 shares
    • Kestra Advisory Services, LLC: 56,200 shares

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