DAYMARK WEALTH PARTNERS, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1956824
CINCINNATI, OH
Position in AEIS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$308,363
+$66,654 QoQ
Shares Held
827
+10.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#486
of 677 holders
Holding Since
Jun 2023
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, 2026DAYMARK WEALTH PARTNERS, LLC holds $9,120,585 across 6 Electrical Equipment & Parts names. AEIS ranks #5 (3.4% of the industry book) .
All Filings in AEIS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,363 | 827 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $241,709 | 749 | Shares | Sole | 2026-05-11 | |
| 2023-06-30 | $241,512 | 2,167 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||