Skip to content
Disclosery

PRIVATE TRUST CO NA: AEP position timeline

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

PRIVATE TRUST CO NA held 16,649 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,649 shares
    Change vs previous 13F +7,375 shares

    0.18% of the 13F portfolio, value $2,277,692.

    13F-HR 0001277557-26-000003 filed by PRIVATE TRUST CO NA
    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 9,274 shares
    Change vs previous 13F -757 shares

    0.11% of the 13F portfolio, value $1,215,581.

    13F-HR 0001277557-26-000002 filed by PRIVATE TRUST CO NA
    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 10,031 shares
    Change vs previous 13F -25 shares

    0.1% of the 13F portfolio, value $1,156,726.

    13F-HR 0001277557-26-000001 filed by PRIVATE TRUST CO NA
    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 10,056 shares
    Change vs previous 13F -114 shares

    0.1% of the 13F portfolio, value $1,131,350.

    13F-HR 0001277557-25-000005 filed by PRIVATE TRUST CO NA
    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 10,170 shares
    Change vs previous 13F +141 shares

    0.1% of the 13F portfolio, value $1,055,285.

    13F-HR 0001277557-25-000003 filed by PRIVATE TRUST CO NA
    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 10,029 shares
    Change vs previous 13F +142 shares

    0.11% of the 13F portfolio, value $1,095,869.

    13F-HR 0001277557-25-000002 filed by PRIVATE TRUST CO NA
    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 9,887 shares
    Change vs previous 13F -740 shares

    0.09% of the 13F portfolio, value $911,878.

    13F-HR 0001277557-25-000001 filed by PRIVATE TRUST CO NA
    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 10,627 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,090,330.

    13F-HR 0001277557-24-000004 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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