Annis Gardner Whiting Capital Advisors, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1998414
TAMPA, FL
Position in AEIS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$6,776
+$2,380 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Annis Gardner Whiting Capital Advisors, LLC holds $1,388,163 across 1 Electrical Equipment & Parts name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
4,146 | $1,388,163 |
All Filings in AEIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,776 | 21 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,396 | 21 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,572 | 21 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,782 | 21 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||