Larson Financial Group LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 1731061 ST LOUIS, MO

Position in AEIS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$46,608

+$10,788 QoQ

Shares Held

125

+12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#579

of 677 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Larson Financial Group LLC holds $6,245,707 across 21 Electrical Equipment & Parts names. AEIS ranks #7 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KE	Kimball Electronics, Inc.	171,191	$4,382,489
2	VRT	Vertiv Holdings Co	3,200	$1,071,424
3	POWL	Powell Industries Inc	939	$268,892
4	NVT	nVent Electric plc	1,214	$205,906
5	BE	Bloom Energy Corp	343	$103,826
6	AYI	Acuity Inc. (De)	240	$90,398
7	AEIS	Advanced Energy Industries Inc This page	125	$46,608
8	HUBB	Hubbell Inc	38	$19,881

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,608	125	+12.6%	Shares	Sole	2026-08-14
2026-03-31	$35,820	111	+9.9%	Shares	Sole	2026-05-15
2025-12-31	$21,146	101	+13.5%	Shares	Sole	2026-02-06
2025-09-30	$15,142	89	+8800.0%	Shares	Sole	2025-11-14
2025-06-30	$132	1	0.0%	Shares	Sole	2025-08-08
2025-03-31	$95	1	0.0%	Shares	Sole	2025-05-02
2024-12-31	$115	1	0.0%	Shares	Sole	2025-02-07
2024-09-30	$105	1	0.0%	Shares	Sole	2024-11-12
2024-06-30	$108	1	-99.0%	Shares	Sole	2024-08-02
2020-12-31	$9,793	101	0.0%	Shares	Sole	2021-01-14
2020-09-30	$6,356	101	—	Shares	Sole	2020-10-08
No filing history on record for this holder in this stock.