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New York Life Investment Management LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New York Life Investment Management LLC on AEP, newest first. How the timeline and the estimate are built.

New York Life Investment Management LLC held 75,783 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,783 shares
    Change vs previous 13F +638 shares

    0.07% of the 13F portfolio, value $10,367,872.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management LLC
    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 75,145 shares
    Change vs previous 13F +1,731 shares

    0.08% of the 13F portfolio, value $9,850,007.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management LLC
    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 73,414 shares
    Change vs previous 13F +760 shares

    0.07% of the 13F portfolio, value $8,465,368.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management LLC
    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 72,654 shares
    Change vs previous 13F -46 shares

    0.07% of the 13F portfolio, value $8,173,575.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management LLC
    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 72,700 shares
    Change vs previous 13F +1,334 shares

    0.07% of the 13F portfolio, value $7,543,352.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management LLC
    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 71,366 shares
    Change vs previous 13F -202 shares

    0.08% of the 13F portfolio, value $7,798,163.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management LLC
    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 71,568 shares
    Change vs previous 13F +613 shares

    0.06% of the 13F portfolio, value $6,600,717.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management LLC
    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 70,955 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,279,983.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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