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NorthStar Asset Management LLC /NJ/: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NorthStar Asset Management LLC /NJ/ on AEP, newest first. How the timeline and the estimate are built.

NorthStar Asset Management LLC /NJ/ held 1,533 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,533 shares
    Change vs previous 13F +1,533 shares

    0.09% of the 13F portfolio, value $209,666.

    13F-HR 0002011587-26-000004 filed by NorthStar Asset Management LLC /NJ/
    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 0 shares
    Change vs previous 13F -1,855 shares

    13F-HR 0002011587-26-000002 filed by NorthStar Asset Management LLC /NJ/
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,855 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $213,905.

    13F-HR 0002011587-26-000001 filed by NorthStar Asset Management LLC /NJ/
    Filed (acceptance time not in the bulk data set), ingested

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