Twelve Points Wealth Management LLC

SEC CIK: 0001877090
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by Twelve Points Wealth Management 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): 919
Value: $342.7K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of AEIS by Twelve Points Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	919	$342.7K	0.1%	−70−7.1%	Reduced	Holders
Q1 2026	989	$319.2K	0.1%	−45−4.4%	Reduced	Holders
Q4 2025	1,034	$227.1K	0.1%	+1,034	New	Holders