&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
- period ended2026-06-3013F 301,462 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 281,334 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 268,146 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 250,518 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 209,440 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 91,911 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 84,756 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 44,173 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).