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Bleakley Financial Group, LLC: AEP position timeline

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

Bleakley Financial Group, LLC held 28,496 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,496 shares
    Change vs previous 13F +5,955 shares

    0.05% of the 13F portfolio, value $3,898,473.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 22,541 shares
    Change vs previous 13F -2,741 shares

    0.05% of the 13F portfolio, value $2,954,707.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 25,282 shares
    Change vs previous 13F +2,424 shares

    0.05% of the 13F portfolio, value $2,915,223.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 22,858 shares
    Change vs previous 13F +443 shares

    0.06% of the 13F portfolio, value $2,571,527.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 22,415 shares
    Change vs previous 13F +1,454 shares

    0.06% of the 13F portfolio, value $2,325,831.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 20,961 shares
    Change vs previous 13F +2,432 shares

    0.07% of the 13F portfolio, value $2,290,387.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 18,529 shares
    Change vs previous 13F +977 shares

    0.05% of the 13F portfolio, value $1,708,944.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 17,552 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,800,843.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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