Position in AEIS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,903,874
+$237,400 QoQ
Shares Held
5,106
-1.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#296
of 677 holders
Holding Since
Dec 2025
3 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, 2026IAM Advisory, LLC holds $7,384,144 across 4 Electrical Equipment & Parts names. AEIS ranks #3 (25.8% of the industry book) .
All Filings in AEIS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,903,874 | 5,106 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,666,474 | 5,164 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,074,486 | 5,132 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||