Position in AER
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$823,511
+$82,191 QoQ
Shares Held
5,649
+4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#406
of 686 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AER Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $1,597,115 across 3 Rental & Leasing Services names. AER ranks #1 (51.6% of the industry book) .
All Filings in AER
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,511 | 5,649 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $741,320 | 5,404 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $740,220 | 5,149 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||