Position in AEIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$228,942
+$787 QoQ
Shares Held
614
-13.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#525
of 677 holders
Holding Since
Jun 2020
9 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, 2026HOWE & RUSLING INC holds $228,942 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
|
614 | $228,942 |
All Filings in AEIS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,942 | 614 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $228,155 | 707 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $350,904 | 1,676 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $369,033 | 2,169 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $323,565 | 2,442 | Shares | Sole | 2025-08-12 | |
| 2021-03-31 | $3,493 | 32 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,878 | 40 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,713 | 59 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,508 | 37 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||