Legacy Wealth Asset Management, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1846151
WOODBURY, MN
Position in AEIS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$776,315
+$236,422 QoQ
Shares Held
2,082
+24.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#367
of 674 holders
Holding Since
Dec 2025
3 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, 2026Legacy Wealth Asset Management, LLC holds $2,215,057 across 3 Electrical Equipment & Parts names. AEIS ranks #1 (35.0% of the industry book) .
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,315 | 2,082 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $539,893 | 1,673 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $335,829 | 1,604 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||