Diversify Advisory Services, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 2021232
SANDY, UT
Position in AEIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$313,210
New position
Shares Held
840
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#484
of 677 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Diversify Advisory Services, LLC holds $24,664,879 across 5 Electrical Equipment & Parts names. AEIS ranks #5 (1.3% of the industry book) .
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,210 | 840 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||