QUEST INVESTMENT MANAGEMENT LLC: AEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of QUEST INVESTMENT MANAGEMENT LLC on AEP, newest first. How the timeline and the estimate are built.
QUEST INVESTMENT MANAGEMENT LLC held 1,500 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,500 sharesChange vs previous 13F -749 shares
0.02% of the 13F portfolio, value $205,150.
13F-HR 0001036248-26-000009 filed by QUEST INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,249 sharesChange vs previous 13F -100 shares
0.03% of the 13F portfolio, value $294,800.
13F-HR 0001036248-26-000007 filed by QUEST INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,349 sharesChange vs previous 13F -104 shares
0.03% of the 13F portfolio, value $270,807.
13F-HR 0001036248-26-000001 filed by QUEST INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,453 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $275,957.
13F-HR 0001036248-25-000009 filed by QUEST INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,452 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $254,459.
13F-HR 0001036248-25-000008 filed by QUEST INVESTMENT MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).