Farther Finance Advisors, LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 1992825 SAN FRANCISCO, CA

Position in AEIS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$186,435

+$19,272 QoQ

Shares Held

500

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#45

of 65 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $13,856,576 across 27 Electrical Equipment & Parts names. AEIS ranks #8 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	20,300	$6,796,846
2	BE	Bloom Energy Corp	9,920	$3,002,784
3	NVT	nVent Electric plc	8,364	$1,418,618
4	AYI	Acuity Inc. (De)	1,699	$639,945
5	POWL	Powell Industries Inc	1,971	$564,415
6	HUBB	Hubbell Inc	1,075	$562,440
7	ENS	EnerSys	800	$187,056
8	AEIS	Advanced Energy Industries Inc This page	500	$186,435

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,435	500	-3.5%	Shares	Sole	2026-07-17
2026-03-31	$167,163	518	-6.5%	Shares	Sole	2026-04-07
2025-12-31	$115,990	554	+220.2%	Shares	Sole	2026-01-23
2025-09-30	$29,434	173	+203.5%	Shares	Sole	2025-10-14
2025-06-30	$7,552	57	-31.3%	Shares	Sole	2025-07-11
2025-03-31	$7,910	83	+5.1%	Shares	Sole	2025-04-14
2024-12-31	$9,134	79	+426.7%	Shares	Sole	2025-02-10
2024-09-30	$1,578	15	+15.4%	Shares	Sole	2024-10-29
2024-06-30	$1,413	13	-7.1%	Shares	Sole	2024-07-31
2024-03-31	$1,427	14	0.0%	Shares	Sole	2024-05-14
2023-12-31	$1,524	14	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.