Position in AEIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,457,400
+$2,616,750 QoQ
Shares Held
20,000
+33.3% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#170
of 677 holders
Holding Since
Dec 2024
4 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, 20264D Advisors, LLC holds $7,457,400 across 1 Electrical Equipment & Parts name. AEIS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
This page
|
20,000 | $7,457,400 |
All Filings in AEIS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,457,400 | 20,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,840,650 | 15,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,140,550 | 15,000 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $2,601,675 | 22,500 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||