Atlantic Edge Private Wealth Management, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 2011145
JACKSONVILLE, FL
Position in AEIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,576
+$1,154 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#623
of 675 holders
Holding Since
Dec 2023
11 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, 2026Atlantic Edge Private Wealth Management, LLC holds $3,540,969 across 4 Electrical Equipment & Parts names. AEIS ranks #4 (0.2% of the industry book) .
All Filings in AEIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,576 | 23 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,422 | 23 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,815 | 23 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,913 | 23 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,047 | 23 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,192 | 23 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,659 | 23 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,420 | 23 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,501 | 23 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,345 | 23 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,505 | 23 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||