Position in SEDG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$205,523
-$8,345 QoQ
Shares Held
3,517
+365.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 345 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEDG Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $2,048,936 across 4 Solar names. SEDG ranks #3 (10.0% of the industry book) .
All Filings in SEDG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,523 | 3,517 | Shares | Other | 2026-08-03 | |
| 2022-12-31 | $213,868 | 755 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $276,964 | 1,012 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $291,422 | 904 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $333,317 | 1,188 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $235,515 | 888 | Shares | Sole | 2021-11-01 | |
| 2021-03-31 | $257,258 | 895 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $281,463 | 882 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $203,789 | 855 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||