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CAPTRUST FINANCIAL ADVISORS: AEIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on AEIS, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 13,829 AEIS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,829 shares
    Change vs previous 13F +1,817 shares

    0.01% of the 13F portfolio, value $5,156,419.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,012 shares
    Change vs previous 13F -521 shares

    0.01% of the 13F portfolio, value $3,876,393.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,533 shares
    Change vs previous 13F +766 shares

    <0.01% of the 13F portfolio, value $2,624,034.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,767 shares
    Change vs previous 13F -1,769 shares

    <0.01% of the 13F portfolio, value $2,002,037.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,536 shares
    Change vs previous 13F +2,564 shares

    <0.01% of the 13F portfolio, value $1,793,520.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,972 shares
    Change vs previous 13F -346 shares

    <0.01% of the 13F portfolio, value $1,045,741.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,318 shares
    Change vs previous 13F +2,660 shares

    <0.01% of the 13F portfolio, value $1,308,700.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,658 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $911,168.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).