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MassMutual Private Wealth & Trust, FSB: AEP position timeline

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

MassMutual Private Wealth & Trust, FSB held 55,698 AEP shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,698 shares
    Change vs previous 13F -604 shares

    0.17% of the 13F portfolio, value $6,608,011.

    13F-HR 0001193125-26-413053 filed by MassMutual Private Wealth & Trust, FSB
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,302 shares
    Change vs previous 13F -156 shares

    0.2% of the 13F portfolio, value $7,702,677.

    13F-HR 0001193125-26-293910 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 56,458 shares
    Change vs previous 13F -1,357 shares

    0.2% of the 13F portfolio, value $7,400,515.

    13F-HR 0001193125-26-152544 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 57,815 shares
    Change vs previous 13F -1,156 shares

    0.17% of the 13F portfolio, value $6,666,648.

    13F-HR 0001193125-26-006210 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 58,971 shares
    Change vs previous 13F -555 shares

    0.17% of the 13F portfolio, value $6,634,238.

    13F-HR 0001193125-25-246783 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 59,526 shares
    Change vs previous 13F +401 shares

    0.16% of the 13F portfolio, value $6,176,418.

    13F-HR 0000950123-25-006218 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 59,125 shares
    Change vs previous 13F +3,843 shares

    0.19% of the 13F portfolio, value $6,460,589.

    13F-HR 0000950123-25-003277 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 55,282 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,098,659.

    13F-HR 0000950123-25-000326 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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