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Disclosery

Northstar Financial Companies, Inc.: AEP position timeline

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

Northstar Financial Companies, Inc. held 17,345 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,345 shares
    Change vs previous 13F +3,203 shares

    1.6% of the 13F portfolio, value $2,372,969.

    13F-HR 0001765380-26-000307 filed by Northstar Financial Companies, 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 14,142 shares
    Change vs previous 13F +6,371 shares

    1.47% of the 13F portfolio, value $1,853,733.

    13F-HR 0001765380-26-000147 filed by Northstar Financial Companies, 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 7,771 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $896,074.

    13F-HR 0002059828-26-000001 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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