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Disclosery

MOTCO: AEP position timeline

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

MOTCO held 43,232 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,232 shares
    Change vs previous 13F -353 shares

    0.51% of the 13F portfolio, value $5,914,570.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 43,585 shares
    Change vs previous 13F -268 shares

    0.53% of the 13F portfolio, value $5,713,122.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 43,853 shares
    Change vs previous 13F -985 shares

    0.46% of the 13F portfolio, value $5,056,690.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 44,838 shares
    Change vs previous 13F +146 shares

    0.46% of the 13F portfolio, value $5,044,275.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 44,692 shares
    Change vs previous 13F -1,359 shares

    0.48% of the 13F portfolio, value $5,056,453.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 46,051 shares
    Change vs previous 13F -7,743 shares

    0.53% of the 13F portfolio, value $5,031,992.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 53,794 shares
    Change vs previous 13F -529 shares

    0.51% of the 13F portfolio, value $4,961,421.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 54,323 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,573,540.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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