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Disclosery

Fiduciary Trust Co: AEP position timeline

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

Fiduciary Trust Co held 23,267 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,267 shares
    Change vs previous 13F +792 shares

    0.03% of the 13F portfolio, value $3,183,164.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 22,475 shares
    Change vs previous 13F +362 shares

    0.03% of the 13F portfolio, value $2,945,961.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 22,113 shares
    Change vs previous 13F -1,272 shares

    0.03% of the 13F portfolio, value $2,549,815.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 23,385 shares
    Change vs previous 13F -1,209 shares

    0.03% of the 13F portfolio, value $2,630,857.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 24,594 shares
    Change vs previous 13F -6,980 shares

    0.03% of the 13F portfolio, value $2,551,878.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 31,574 shares
    Change vs previous 13F -9,243 shares

    0.05% of the 13F portfolio, value $3,450,085.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 40,817 shares
    Change vs previous 13F +670 shares

    0.05% of the 13F portfolio, value $3,764,549.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    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 40,147 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,119,109.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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