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Disclosery

TrueMark Investments, LLC: AEP position timeline

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

TrueMark Investments, LLC held 74,758 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,758 shares
    Change vs previous 13F +11,247 shares

    1.28% of the 13F portfolio, value $10,227,642.

    13F-HR 0001376474-26-000506 filed by TrueMark Investments, 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 63,511 shares
    Change vs previous 13F +3,599 shares

    1.62% of the 13F portfolio, value $8,325,022.

    13F-HR 0001376474-26-000301 filed by TrueMark Investments, 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 59,912 shares
    Change vs previous 13F +5,204 shares

    1.32% of the 13F portfolio, value $6,908,453.

    13F-HR 0001376474-26-000040 filed by TrueMark Investments, 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 54,708 shares
    Change vs previous 13F +3,733 shares

    1.07% of the 13F portfolio, value $6,154,650.

    13F-HR 0001376474-25-000887 filed by TrueMark Investments, 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 50,975 shares
    Change vs previous 13F +4,028 shares

    1.14% of the 13F portfolio, value $5,289,166.

    13F-HR 0001376474-25-000685 filed by TrueMark Investments, 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 46,947 shares
    Change vs previous 13F +4,177 shares

    1.34% of the 13F portfolio, value $5,129,899.

    13F-HR 0001376474-25-000365 filed by TrueMark Investments, 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 42,770 shares
    Change vs previous 13F +3,488 shares

    1.26% of the 13F portfolio, value $3,944,677.

    13F-HR 0001376474-25-000192 filed by TrueMark Investments, 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 39,282 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,030,333.

    13F-HR 0001376474-24-000596 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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