Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

AEIS holding history

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

AEIS overview All 13F holders of AEIS Full Q2 2026 holdings

Shares (Q2 2026): 67
Value: $25.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2021

Holdings of AEIS by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	67	$25.0K	<0.1%	+61+1,016.7%	Added	Holders
Q1 2026	6	$1.94K	<0.1%	+6	New	Holders
Q2 2021	0	$0	0.0%	−20−100.0%	Sold out	Holders
Q1 2021	20	$2.00K	<0.1%	–	–	Holders

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