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BEARING POINT CAPITAL, LLC: AEP position timeline

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

BEARING POINT CAPITAL, LLC held 54,114 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,114 shares
    Change vs previous 13F +1,210 shares

    1% of the 13F portfolio, value $7,403,336.

    13F-HR 0001765380-26-000346 filed by BEARING POINT 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 52,904 shares
    Change vs previous 13F +2,021 shares

    1.09% of the 13F portfolio, value $6,934,656.

    13F-HR 0001765380-26-000180 filed by BEARING POINT 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 50,883 shares
    Change vs previous 13F +5,475 shares

    0.92% of the 13F portfolio, value $5,867,319.

    13F-HR 0001765380-26-000086 filed by BEARING POINT 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 45,408 shares
    Change vs previous 13F -5,855 shares

    0.88% of the 13F portfolio, value $5,108,400.

    13F-HR 0001765380-25-000475 filed by BEARING POINT 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 51,263 shares
    Change vs previous 13F +2,047 shares

    0.98% of the 13F portfolio, value $5,319,049.

    13F-HR 0001765380-25-000309 filed by BEARING POINT 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 49,216 shares
    Change vs previous 13F -7,070 shares

    1.14% of the 13F portfolio, value $5,377,832.

    13F-HR 0001765380-25-000181 filed by BEARING POINT 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 56,286 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $5,191,258.

    13F-HR 0001765380-25-000111 filed by BEARING POINT CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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