Private Wealth Management Group, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 2011342
PRINCETON, NJ
Position in AEIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,610
+$352 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#653
of 677 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $51,069 across 7 Electrical Equipment & Parts names. AEIS ranks #6 (5.1% 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 | $2,610 | 7 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,258 | 7 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,465 | 7 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,190 | 7 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $927 | 7 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,670 | 49 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,931 | 34 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,578 | 34 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,655 | 52 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,549 | 25 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,723 | 25 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||