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Disclosery

Independence Trust CO: AEP position timeline

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

Independence Trust CO held 18,810 AEP shares at 2017-12-31 per its 13F-HR filed 2018-02-08.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 18,810 shares
    Change vs previous 13F 0 shares

    1.53% of the 13F portfolio, value $1,389,000.

    13F-HR 0001140361-18-005746 filed by Independence 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 ended2017-09-30
    13F 18,810 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $1,321,000.

    13F-HR 0001140361-17-039671 filed by Independence 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 ended2017-06-30
    13F 18,810 shares
    Change vs previous 13F +1,710 shares

    1.55% of the 13F portfolio, value $1,307,000.

    13F-HR 0001140361-17-030543 filed by Independence 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 ended2017-03-31
    13F 17,100 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $1,148,000.

    13F-HR 0001140361-17-018910 filed by Independence 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 ended2016-12-31
    13F 17,100 shares
    Change vs previous 13F -80 shares

    1.48% of the 13F portfolio, value $1,076,000.

    13F-HR 0001140361-17-002881 filed by Independence 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 ended2016-09-30
    13F 17,180 shares
    Change vs previous 13F -14,470 shares

    1.8% of the 13F portfolio, value $1,103,000.

    13F-HR 0001140361-16-083300 filed by Independence 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 ended2016-06-30
    13F 31,650 shares
    Change vs previous 13F -40 shares

    3.41% of the 13F portfolio, value $2,218,000.

    13F-HR 0001140361-16-073117 filed by Independence 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 ended2016-03-31
    13F 31,690 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $2,104,000.

    13F-HR 0001140361-16-061506 filed by Independence Trust CO
    Filed (acceptance time not in the bulk data set), ingested

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