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Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by Personal Cfo Solutions, 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)
732
Value
$273.1K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of AEIS by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026732$273.1K<0.1%−127−14.8%ReducedHolders
Q1 2026859$277.3K<0.1%+859NewHolders