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Disclosery

Peterson Wealth Services: AEIS position timeline

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

Peterson Wealth Services held 6,934 AEIS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,934 shares
    Change vs previous 13F +618 shares

    0.56% of the 13F portfolio, value $2,585,388.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 6,316 shares
    Change vs previous 13F -83 shares

    0.5% of the 13F portfolio, value $2,038,399.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 6,399 shares
    Change vs previous 13F +2,646 shares

    0.34% of the 13F portfolio, value $1,339,767.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 3,753 shares
    Change vs previous 13F -2,739 shares

    0.31% of the 13F portfolio, value $1,108,744.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 6,492 shares
    Change vs previous 13F -2 shares

    0.24% of the 13F portfolio, value $860,232.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 6,494 shares
    Change vs previous 13F -2,123 shares

    0.19% of the 13F portfolio, value $618,973.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 8,617 shares
    Change vs previous 13F +528 shares

    0.3% of the 13F portfolio, value $996,360.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 8,089 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $851,257.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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