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Disclosery

Optas, LLC: AEP position timeline

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

Optas, LLC held 2,252 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,252 shares
    Change vs previous 13F +51 shares

    0.04% of the 13F portfolio, value $308,098.

    13F-HR 0001802961-26-000004 filed by Optas, 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 2,201 shares
    Change vs previous 13F +441 shares

    0.04% of the 13F portfolio, value $288,504.

    13F-HR 0001802961-26-000002 filed by Optas, 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 1,760 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $202,945.

    13F-HR 0001802961-26-000001 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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