Daymark Wealth Partners, LLC

SEC CIK: 0001956824
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by Daymark Wealth Partners, 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): 827
Value: $308.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2023

Holdings of AEIS by Daymark Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	827	$308.4K	<0.1%	+78+10.4%	Added	Holders
Q1 2026	749	$241.7K	<0.1%	+749	New	Holders
Q3 2023	0	$0	0.0%	−2,167−100.0%	Sold out	Holders
Q2 2023	2,167	$241.5K	<0.1%	+2,167	New	Holders