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Disclosery

Bollard Group LLC: AEP position timeline

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

Bollard Group LLC held 462,273 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 462,273 shares
    Change vs previous 13F +40,965 shares

    1.92% of the 13F portfolio, value $63,244,000.

    13F-HR 0000929638-26-003007 filed by Bollard 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 421,308 shares
    Change vs previous 13F +27,618 shares

    1.69% of the 13F portfolio, value $55,225,000.

    13F-HR 0000929638-26-001858 filed by Bollard 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 393,690 shares
    Change vs previous 13F -166,439 shares

    1.19% of the 13F portfolio, value $45,397,000.

    13F-HR 0000929638-26-000624 filed by Bollard 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 560,129 shares
    Change vs previous 13F +30,388 shares

    1.56% of the 13F portfolio, value $63,014,000.

    13F-HR 0000929638-25-004264 filed by Bollard 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 529,741 shares
    Change vs previous 13F +58,343 shares

    1.26% of the 13F portfolio, value $54,966,000.

    13F-HR 0000929638-25-003004 filed by Bollard 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 471,398 shares
    Change vs previous 13F +3,989 shares

    1.35% of the 13F portfolio, value $51,510,000.

    13F-HR 0000929638-25-001883 filed by Bollard 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 467,409 shares
    Change vs previous 13F -30,106 shares

    1.19% of the 13F portfolio, value $43,109,000.

    13F-HR 0000929638-25-000729 filed by Bollard 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 497,515 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $51,045,000.

    13F-HR 0000929638-24-003845 filed by Bollard Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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