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Lebenthal Global Advisors, LLC: AEP position timeline

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

Lebenthal Global Advisors, LLC held 2,837 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,837 shares
    Change vs previous 13F -98 shares

    0.05% of the 13F portfolio, value $388,101.

    13F-HR 0001172661-26-002954 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,935 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $384,679.

    13F-HR 0001172661-26-001968 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,924 shares
    Change vs previous 13F +253 shares

    0.05% of the 13F portfolio, value $337,129.

    13F-HR 0001172661-26-000362 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,671 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $300,535.

    13F-HR 0001172661-25-004569 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,674 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $277,459.

    13F-HR 0001172661-25-003363 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,667 shares
    Change vs previous 13F +2,667 shares

    0.05% of the 13F portfolio, value $291,375.

    13F-HR 0001172661-25-001918 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,162 shares

    13F-HR 0001172661-25-000303 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,162 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $221,778.

    13F-HR 0001172661-24-004375 filed by Lebenthal Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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