Position in AEIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$450,054
-$49,178 QoQ
Shares Held
1,207
-22.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#439
of 677 holders
Holding Since
Jun 2021
16 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 Jun 30, 2026Ellevest, Inc. holds $3,975,928 across 4 Electrical Equipment & Parts names. AEIS ranks #4 (11.3% of the industry book) .
All Filings in AEIS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,054 | 1,207 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $499,232 | 1,547 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $326,617 | 1,560 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $279,540 | 1,643 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $294,282 | 2,221 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $239,895 | 2,517 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $202,930 | 1,755 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $207,835 | 2,038 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $200,412 | 1,840 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $32,634 | 333 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $26,162 | 305 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $24,616 | 318 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $29,410 | 403 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $6,111 | 71 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,003 | 22 | Shares | Sole | 2022-01-24 | |
| 2021-06-30 | $3,606 | 32 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||