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Disclosery

Triangle Securities Wealth Management: AEIS position timeline

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

Triangle Securities Wealth Management held 602 AEIS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 602 shares
    Change vs previous 13F -249 shares

    0.04% of the 13F portfolio, value $224,468.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 851 shares
    Change vs previous 13F -239 shares

    0.06% of the 13F portfolio, value $274,626.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 1,090 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $228,213.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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