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CAPE ANN SAVINGS BANK: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPE ANN SAVINGS BANK on AEP, newest first. How the timeline and the estimate are built.

CAPE ANN SAVINGS BANK held 11,650 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,650 shares
    Change vs previous 13F +335 shares

    0.75% of the 13F portfolio, value $1,593,837.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 11,315 shares
    Change vs previous 13F +180 shares

    0.75% of the 13F portfolio, value $1,483,170.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 11,135 shares
    Change vs previous 13F +1,028 shares

    0.66% of the 13F portfolio, value $1,283,977.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 10,107 shares
    Change vs previous 13F +815 shares

    0.61% of the 13F portfolio, value $1,137,038.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 9,292 shares
    Change vs previous 13F +6,600 shares

    0.58% of the 13F portfolio, value $964,138.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 2,692 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $294,155.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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