Position in AYI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,026
+$1,543 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#578
of 632 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Private Wealth Management Group, LLC holds $51,069 across 7 Electrical Equipment & Parts names. AYI ranks #4 (11.8% of the industry book) .
All Filings in AYI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,026 | 16 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,483 | 16 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,760 | 16 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,510 | 16 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,773 | 16 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,370 | 9 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,629 | 9 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,478 | 9 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,172 | 9 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,687 | 10 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,048 | 10 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||