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Lido Advisors, LLC: AEP position timeline

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

Lido Advisors, LLC held 74,857 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,857 shares
    Change vs previous 13F +19,109 shares

    0.04% of the 13F portfolio, value $10,241,639.

    13F-HR 0001172661-26-003159 filed by Lido 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 55,748 shares
    Change vs previous 13F -7,554 shares

    0.03% of the 13F portfolio, value $7,307,904.

    13F-HR 0001172661-26-001805 filed by Lido 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 63,302 shares
    Change vs previous 13F +1,106 shares

    0.03% of the 13F portfolio, value $7,176,286.

    13F-HR 0001172661-26-000582 filed by Lido 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 62,196 shares
    Change vs previous 13F +20,899 shares

    0.03% of the 13F portfolio, value $6,997,303.

    13F-HR 0001172661-25-004894 filed by Lido 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 41,297 shares
    Change vs previous 13F +2,651 shares

    0.02% of the 13F portfolio, value $4,285,003.

    13F-HR 0001172661-25-003111 filed by Lido 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 38,646 shares
    Change vs previous 13F +19,809 shares

    0.02% of the 13F portfolio, value $4,222,862.

    13F-HR 0001172661-25-002184 filed by Lido 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 18,837 shares
    Change vs previous 13F +4,095 shares

    0.01% of the 13F portfolio, value $1,737,366.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,742 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,512,554.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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