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Disclosery

Savant Capital, LLC: AEP position timeline

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

Savant Capital, LLC held 63,574 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 63,574 shares
    Change vs previous 13F +34,705 shares

    0.02% of the 13F portfolio, value $8,430,501.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 28,869 shares
    Change vs previous 13F +2,776 shares

    0.02% of the 13F portfolio, value $3,784,186.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 26,093 shares
    Change vs previous 13F -795 shares

    0.02% of the 13F portfolio, value $3,008,729.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 26,888 shares
    Change vs previous 13F +1,310 shares

    0.02% of the 13F portfolio, value $3,024,879.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 25,578 shares
    Change vs previous 13F +1,668 shares

    0.02% of the 13F portfolio, value $2,653,952.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 23,910 shares
    Change vs previous 13F -21,812 shares

    0.02% of the 13F portfolio, value $2,612,641.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 45,722 shares
    Change vs previous 13F -81 shares

    0.03% of the 13F portfolio, value $4,216,895.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 45,803 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,699,436.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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