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Disclosery

Haverford Trust Co: AEP position timeline

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

Haverford Trust Co held 123,463 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 123,463 shares
    Change vs previous 13F -1,643 shares

    0.15% of the 13F portfolio, value $16,890,973.

    13F-HR 0001104659-26-095022 filed by Haverford Trust Co
    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 125,106 shares
    Change vs previous 13F +39 shares

    0.15% of the 13F portfolio, value $16,398,894.

    13F-HR 0001104659-26-058513 filed by Haverford Trust Co
    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 125,067 shares
    Change vs previous 13F -723 shares

    0.13% of the 13F portfolio, value $14,421,476.

    13F-HR 0001104659-26-014822 filed by Haverford Trust Co
    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 125,790 shares
    Change vs previous 13F -3,365 shares

    0.13% of the 13F portfolio, value $14,151,375.

    13F-HR 0001104659-25-112200 filed by Haverford Trust Co
    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 129,155 shares
    Change vs previous 13F -2,586 shares

    0.13% of the 13F portfolio, value $13,401,123.

    13F-HR 0001104659-25-077549 filed by Haverford Trust Co
    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 131,741 shares
    Change vs previous 13F -11,736 shares

    0.14% of the 13F portfolio, value $14,395,339.

    13F-HR 0001104659-25-048427 filed by Haverford Trust Co
    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 143,477 shares
    Change vs previous 13F -1,038 shares

    0.13% of the 13F portfolio, value $13,232,884.

    13F-HR 0001104659-25-011475 filed by Haverford Trust Co
    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 144,515 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $14,827,239.

    13F-HR 0001104659-24-114296 filed by Haverford Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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