Skip to content
Disclosery

NORTH STAR ASSET MANAGEMENT INC: AEPFX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTH STAR ASSET MANAGEMENT INC on AEPFX, newest first. How the timeline and the estimate are built.

NORTH STAR ASSET MANAGEMENT INC held 46,848 AEPFX shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,848 shares
    Change vs previous 13F -1,025 shares

    0.12% of the 13F portfolio, value $2,972,034.

    13F-HR 0001056559-26-000003 filed by NORTH STAR ASSET MANAGEMENT INC
    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 47,873 shares
    Change vs previous 13F -203 shares

    0.12% of the 13F portfolio, value $2,806,334.

    13F-HR 0001056559-26-000002 filed by NORTH STAR ASSET MANAGEMENT INC
    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 48,076 shares
    Change vs previous 13F -581 shares

    0.12% of the 13F portfolio, value $2,901,400.

    13F-HR 0001056559-26-000001 filed by NORTH STAR ASSET MANAGEMENT INC
    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 48,657 shares
    Change vs previous 13F -544 shares

    0.13% of the 13F portfolio, value $3,127,649.

    13F-HR 0001056559-25-000005 filed by NORTH STAR ASSET MANAGEMENT INC
    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 49,201 shares
    Change vs previous 13F -893 shares

    0.13% of the 13F portfolio, value $2,976,688.

    13F-HR 0001056559-25-000003 filed by NORTH STAR ASSET MANAGEMENT INC
    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 50,094 shares
    Change vs previous 13F -245 shares

    0.13% of the 13F portfolio, value $2,752,640.

    13F-HR 0001056559-25-000002 filed by NORTH STAR ASSET MANAGEMENT INC
    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 50,339 shares
    Change vs previous 13F -2,227 shares

    0.12% of the 13F portfolio, value $2,696,151.

    13F-HR 0001056559-25-000001 filed by NORTH STAR ASSET MANAGEMENT INC
    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 52,566 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,162,387.

    13F-HR 0001056559-24-000004 filed by NORTH STAR ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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