Acumen Wealth Advisors, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1939202
CHATTANOOGA, TN
Position in AEIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$23,863
+$7,083 QoQ
Shares Held
64
+23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#599
of 677 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, 2026Acumen Wealth Advisors, LLC holds $3,336,608 across 4 Electrical Equipment & Parts names. AEIS ranks #3 (0.7% 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 | $23,863 | 64 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $16,780 | 52 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,771 | 61 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||