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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEIS overviewAll 13F holders of AEISFull Q2 2026 holdings

Shares (Q2 2026)
1,819
Value
$678.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AEIS by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,819$678.3K<0.1%+176+10.7%AddedHolders
Q1 20261,643$530.2K<0.1%−587−26.3%ReducedHolders
Q4 20252,230$466.9K<0.1%−492−18.1%ReducedHolders
Q3 20252,722$463.1K<0.1%−223−7.6%ReducedHolders
Q2 20252,945$390.2K<0.1%−645−18.0%ReducedHolders
Q1 20253,590$342.2K<0.1%+136+3.9%AddedHolders
Q4 20243,454$399.4K<0.1%−451−11.5%ReducedHolders
Q3 20243,905$411.0K<0.1%+674+20.9%AddedHolders
Q2 20243,231$351.4K<0.1%−285−8.1%ReducedHolders
Q1 20243,516$358.6K<0.1%−5−0.1%ReducedHolders
Q4 20233,521$383.5K<0.1%+550+18.5%AddedHolders
Q3 20232,971$306.4K<0.1%+153+5.4%AddedHolders
Q2 20232,818$314.1K<0.1%+9+0.3%AddedHolders
Q1 20232,809$275.3K<0.1%−473−14.4%ReducedHolders
Q4 20223,282$281.5K<0.1%+85+2.7%AddedHolders
Q3 20223,197$247.0K<0.1%−245−7.1%ReducedHolders
Q2 20223,442$251.0K<0.1%+131+4.0%AddedHolders
Q1 20223,311$285.0K<0.1%+613+22.7%AddedHolders
Q4 20212,698$246.0K<0.1%+124+4.8%AddedHolders
Q3 20212,574$226.0K<0.1%−1,254−32.8%ReducedHolders
Q2 20213,828$431.0K0.1%+116+3.1%AddedHolders
Q1 20213,712$405.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.