David J Yvars Group

Position in AEIS — Advanced Energy Industries Inc

CIK 1836266 UNIVERSITY PARK, FL

Position in AEIS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$747,604

+$100,571 QoQ

Shares Held

2,005

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#372

of 677 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

David J Yvars Group holds $4,897,015 across 2 Electrical Equipment & Parts names. AEIS ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BE	Bloom Energy Corp	13,708	$4,149,411
2	AEIS	Advanced Energy Industries Inc This page	2,005	$747,604

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$747,604	2,005	0.0%	Shares	Sole	2026-07-07
2026-03-31	$647,033	2,005	0.0%	Shares	Sole	2026-04-08
2025-12-31	$419,786	2,005	0.0%	Shares	Sole	2026-01-12
2025-09-30	$341,130	2,005	0.0%	Shares	Sole	2025-10-27
2025-06-30	$265,662	2,005	0.0%	Shares	Sole	2025-07-09
2024-12-31	$231,838	2,005	0.0%	Shares	Sole	2025-01-14
2024-09-30	$211,006	2,005	-9.1%	Shares	Sole	2024-10-31
2024-06-30	$239,815	2,205	+4.8%	Shares	Sole	2024-07-23
2024-03-31	$214,667	2,105	+5.0%	Shares	Sole	2024-04-11
2023-12-31	$218,384	2,005	0.0%	Shares	Sole	2024-01-10
2023-09-30	$206,755	2,005	0.0%	Shares	Sole	2023-10-16
2023-06-30	$223,457	2,005	-9.1%	Shares	Sole	2023-07-11
2023-03-31	$216,090	2,205	0.0%	Shares	Sole	2023-04-20
2021-12-31	$200,787	2,205	0.0%	Shares	Sole	2022-01-24
2021-06-30	$248,525	2,205	0.0%	Shares	Sole	2021-07-21
2021-03-31	$240,719	2,205	0.0%	Shares	Sole	2021-04-19
2020-12-31	$213,818	2,205	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.