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EXCALIBUR MANAGEMENT CORP: AEP position timeline

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

EXCALIBUR MANAGEMENT CORP held 3,966 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 3,966 shares
    Change vs previous 13F +63 shares

    0.18% of the 13F portfolio, value $542,585.

    13F-HR 0001009003-26-000004 filed by EXCALIBUR MANAGEMENT CORP
    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 3,903 shares
    Change vs previous 13F -56 shares

    0.18% of the 13F portfolio, value $511,605.

    13F-HR 0001009003-26-000003 filed by EXCALIBUR MANAGEMENT CORP
    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 3,959 shares
    Change vs previous 13F +73 shares

    0.16% of the 13F portfolio, value $456,512.

    13F-HR 0001009003-26-000002 filed by EXCALIBUR MANAGEMENT CORP
    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 3,886 shares
    Change vs previous 13F +58 shares

    0.16% of the 13F portfolio, value $437,175.

    13F-HR 0001009003-25-000003 filed by EXCALIBUR MANAGEMENT CORP
    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 3,828 shares
    Change vs previous 13F -18 shares

    0.15% of the 13F portfolio, value $397,193.

    13F-HR 0001085146-25-004581 filed by EXCALIBUR MANAGEMENT CORP
    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 3,846 shares
    Change vs previous 13F +33 shares

    0.17% of the 13F portfolio, value $420,252.

    13F-HR 0001085146-25-002765 filed by EXCALIBUR MANAGEMENT CORP
    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 3,813 shares
    Change vs previous 13F +21 shares

    0.14% of the 13F portfolio, value $351,673.

    13F-HR 0001085146-25-001015 filed by EXCALIBUR MANAGEMENT CORP
    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 3,792 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $389,059.

    13F-HR 0001085146-24-005771 filed by EXCALIBUR MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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