TFC Financial Management, Inc.
Position in AEIS — Advanced Energy Industries Inc
CIK 1827844
BOSTON, MA
Position in AEIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,593
+$5,498 QoQ
Shares Held
15
+1400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#635
of 677 holders
Holding Since
Jun 2024
5 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, 2026TFC Financial Management, Inc. holds $381,136 across 6 Electrical Equipment & Parts names. AEIS ranks #5 (1.5% of the industry book) .
All Filings in AEIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,593 | 15 | Shares | Sole | 2026-07-23 | |
| 2025-03-31 | $95 | 1 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $115 | 1 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $105 | 1 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $108 | 1 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||