Symphony Financial Services, Inc.
Position in AEIS — Advanced Energy Industries Inc
CIK 2031979
AKRON, OH
Position in AEIS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$400,835
+$60,376 QoQ
Shares Held
1,075
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#456
of 677 holders
Holding Since
Dec 2025
3 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, 2026Symphony Financial Services, Inc. holds $400,835 across 1 Electrical Equipment & Parts name. AEIS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
This page
|
1,075 | $400,835 |
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,835 | 1,075 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $340,459 | 1,055 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $219,838 | 1,050 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||