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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by Simplicity Wealth,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)
589
Value
$219.6K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of AEIS by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026589$219.6K<0.1%+589NewHolders