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Disclosery

OPAL CAPITAL LLC: AEP position timeline

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

OPAL CAPITAL LLC held 70,152 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 70,152 shares
    Change vs previous 13F +9,114 shares

    1.71% of the 13F portfolio, value $9,597,495.

    13F-HR 0001104659-26-091063 filed by OPAL CAPITAL LLC
    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 61,038 shares
    Change vs previous 13F +3,036 shares

    1.42% of the 13F portfolio, value $8,000,861.

    13F-HR 0001104659-26-062886 filed by OPAL CAPITAL LLC
    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 58,002 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $6,688,517.

    13F-HR 0001104659-26-015639 filed by OPAL CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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