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Round Rock Advisors LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 1846991 WILTON, CT

Position in AEIS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$531,712
+$71,528 QoQ
Shares Held
1,426
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#414
of 677 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in AEIS Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Round Rock Advisors LLC holds $3,091,032 across 3 Electrical Equipment & Parts names. AEIS ranks #3 (17.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AEIS
Advanced Energy Industries Inc
This page
1,426 $531,712

All Filings in AEIS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $531,712 1,426
2026-03-31 $460,184 1,426
2025-09-30 $555,336 3,264