Position in AEIS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$334,464
+$44,671 QoQ
Shares Held
897
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#474
of 677 holders
Holding Since
Mar 2026
2 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, 2026PDS Planning, Inc holds $1,713,709 across 3 Electrical Equipment & Parts names. AEIS ranks #2 (19.5% of the industry book) .
All Filings in AEIS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,464 | 897 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $289,793 | 898 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||