Skip to main content

High Note Wealth, LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 1807283 DEEPHAVEN, MN

Position in AEIS

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$12,304
+$1,655 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#614
of 677 holders
Holding Since
Dec 2024
7 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, 2026

High Note Wealth, LLC holds $163,554 across 6 Electrical Equipment & Parts names. AEIS ranks #2 (7.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AEIS
Advanced Energy Industries Inc
This page
33 $12,304

All Filings in AEIS

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,304 33
2026-03-31 $10,649 33
2025-12-31 $7,327 35
2025-09-30 $6,295 37
2025-06-30 $5,300 40
2025-03-31 $1,906 20
2024-12-31 $2,312 20