BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1352860
BLUE BELL, PA
Position in AEIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,660
+$2,107 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#611
of 677 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $80,031 across 5 Electrical Equipment & Parts names. AEIS ranks #3 (19.6% of the industry book) .
All Filings in AEIS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,660 | 42 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,553 | 42 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||