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Disclosery

LPL Financial LLC: AEIS position timeline

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

LPL Financial LLC held 45,831 AEIS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,831 shares
    Change vs previous 13F -13,818 shares

    <0.01% of the 13F portfolio, value $17,089,047.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 59,649 shares
    Change vs previous 13F +15,967 shares

    0.01% of the 13F portfolio, value $19,249,232.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 43,682 shares
    Change vs previous 13F +6,068 shares

    <0.01% of the 13F portfolio, value $9,145,695.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 37,614 shares
    Change vs previous 13F +3,470 shares

    <0.01% of the 13F portfolio, value $6,399,660.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 34,144 shares
    Change vs previous 13F +3,395 shares

    <0.01% of the 13F portfolio, value $4,524,105.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 30,749 shares
    Change vs previous 13F +3,911 shares

    <0.01% of the 13F portfolio, value $2,930,643.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 26,838 shares
    Change vs previous 13F +3,762 shares

    <0.01% of the 13F portfolio, value $3,103,294.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 23,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,428,562.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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