Heritage Family Offices, LLP
Family OfficePosition in AEIS — Advanced Energy Industries Inc
CIK 2019316
SCOTTSDALE, AZ
Position in AEIS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$361,683
-$22,664 QoQ
Shares Held
970
-18.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#466
of 677 holders
Holding Since
Jun 2024
9 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, 2026Heritage Family Offices, LLP holds $851,594 across 3 Electrical Equipment & Parts names. AEIS ranks #1 (42.5% of the industry book) .
All Filings in AEIS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,683 | 970 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $384,347 | 1,191 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $403,455 | 1,927 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $413,440 | 2,430 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $290,042 | 2,189 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $208,633 | 2,189 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $233,456 | 2,019 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $200,271 | 1,903 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $204,795 | 1,883 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||