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Everstar Asset Management, LLC: AEP position timeline

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

Everstar Asset Management, LLC held 9,461 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,461 shares
    Change vs previous 13F -241 shares

    0.62% of the 13F portfolio, value $1,294,359.

    13F-HR 0001420506-26-001378 filed by Everstar Asset Management, 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 9,702 shares
    Change vs previous 13F +127 shares

    0.68% of the 13F portfolio, value $1,271,738.

    13F-HR 0001420506-26-000683 filed by Everstar Asset Management, 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 9,575 shares
    Change vs previous 13F +128 shares

    0.59% of the 13F portfolio, value $1,104,094.

    13F-HR 0001420506-26-000172 filed by Everstar Asset Management, 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 9,447 shares
    Change vs previous 13F +694 shares

    0.6% of the 13F portfolio, value $1,062,788.

    13F-HR 0001420506-25-003054 filed by Everstar Asset Management, 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 8,753 shares
    Change vs previous 13F +1,386 shares

    0.55% of the 13F portfolio, value $908,211.

    13F-HR 0001420506-25-001911 filed by Everstar Asset Management, 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/A 7,367 shares
    Change vs previous 13F +2,393 shares

    0.53% of the 13F portfolio, value $804,992.

    13F-HR/A 0001420506-25-001784 filed by Everstar Asset Management, 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 4,974 shares
    Change vs previous 13F -1,873 shares

    0.32% of the 13F portfolio, value $458,752.

    13F-HR 0001420506-25-000309 filed by Everstar Asset Management, 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 6,847 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $702,502.

    13F-HR 0001420506-24-002288 filed by Everstar Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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