IAM Advisory, LLC

SEC CIK: 0001825292
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by IAM Advisory, 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): 5,106
Value: $1.90M
% of portfolio: 0.4%
Quarters held: 3; Since Q4 2025

Holdings of AEIS by IAM Advisory, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,106	$1.90M	0.4%	−58−1.1%	Reduced	Holders
Q1 2026	5,164	$1.67M	0.4%	+32+0.6%	Added	Holders
Q4 2025	5,132	$1.07M	0.2%	+5,132	New	Holders