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&PARTNERS: AEP position timeline

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

&PARTNERS held 301,462 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301,462 shares
    Change vs previous 13F +20,128 shares

    0.17% of the 13F portfolio, value $41,277,204.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 281,334 shares
    Change vs previous 13F +13,188 shares

    0.18% of the 13F portfolio, value $36,923,763.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 268,146 shares
    Change vs previous 13F +17,628 shares

    0.16% of the 13F portfolio, value $30,925,762.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 250,518 shares
    Change vs previous 13F +41,078 shares

    0.18% of the 13F portfolio, value $28,175,594.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 209,440 shares
    Change vs previous 13F +117,529 shares

    0.17% of the 13F portfolio, value $21,761,067.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 91,911 shares
    Change vs previous 13F +7,155 shares

    0.1% of the 13F portfolio, value $9,826,678.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 84,756 shares
    Change vs previous 13F +40,583 shares

    0.09% of the 13F portfolio, value $7,798,783.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 44,173 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,532,404.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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