Position in AEIS
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$74,223
+$30,465 QoQ
Shares Held
230
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026USA FINANCIAL FORMULAS holds $139,156 across 4 Electrical Equipment & Parts names. AEIS ranks #1 (53.3% of the industry book) .
All Filings in AEIS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,223 | 230 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $43,758 | 209 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $53,764 | 316 | Shares | Sole | 2025-10-10 | |
| 2020-09-30 | $32,225 | 512 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||