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Compton Wealth Advisory Group, LLC: AEIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compton Wealth Advisory Group, LLC on AEIS, newest first. How the timeline and the estimate are built.

Compton Wealth Advisory Group, LLC held 2,040 AEIS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,040 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $726,954.

    13F-HR 0001761044-26-000009 filed by Compton Wealth Advisory Group, LLC
    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 2,040 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $678,953.

    13F-HR 0001761044-26-000005 filed by Compton Wealth Advisory Group, LLC
    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 2,040 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $427,115.

    13F-HR 0001761044-26-000002 filed by Compton Wealth Advisory Group, LLC
    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 2,040 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $347,086.

    13F-HR 0001761044-25-000014 filed by Compton Wealth Advisory Group, LLC
    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 2,040 shares
    Change vs previous 13F +2,040 shares

    0.07% of the 13F portfolio, value $270,300.

    13F-HR 0001761044-25-000012 filed by Compton Wealth Advisory Group, LLC
    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 0 shares
    Change vs previous 13F -2,926 shares

    13F-HR 0001761044-25-000008 filed by Compton Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 2,926 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $338,333.

    13F-HR 0001761044-25-000002 filed by Compton Wealth Advisory Group, LLC
    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 2,926 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $307,932.

    13F-HR 0001761044-24-000007 filed by Compton Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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