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Disclosery

Ballentine Partners, LLC: AEP position timeline

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

Ballentine Partners, LLC held 15,829 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,829 shares
    Change vs previous 13F +827 shares

    0.03% of the 13F portfolio, value $2,165,443.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 15,002 shares
    Change vs previous 13F +131 shares

    0.03% of the 13F portfolio, value $1,966,528.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 14,871 shares
    Change vs previous 13F -72 shares

    0.02% of the 13F portfolio, value $1,714,718.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 14,943 shares
    Change vs previous 13F +364 shares

    0.02% of the 13F portfolio, value $1,681,031.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 14,579 shares
    Change vs previous 13F +503 shares

    0.02% of the 13F portfolio, value $1,512,665.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 14,076 shares
    Change vs previous 13F +1,537 shares

    0.03% of the 13F portfolio, value $1,538,029.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 12,539 shares
    Change vs previous 13F +1,184 shares

    0.02% of the 13F portfolio, value $1,156,426.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 11,355 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,164,972.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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