Skip to main content

WFA of San Diego, LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 1821407 SAN DIEGO, CA

Position in AEIS

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$45,179
+$15,868 QoQ
Shares Held
140
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2022
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AEIS Over Time

Shares Held

Position Value (USD)

All Filings in AEIS

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $45,179 140
2025-12-31 $29,311 140
2025-09-30 $23,819 140
2025-06-30 $18,550 140
2024-09-30 $14,733 140
2024-06-30 $15,226 140
2023-09-30 $14,436 140
2023-06-30 $15,603 140
2022-12-31 $12,009 140
2022-06-30 $10,217 140