Position in IESC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,034,752
-$3,260,003 QoQ
Shares Held
10,984
-28.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#118
of 410 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IESC Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Annex Advisory Services, LLC holds $4,034,752 across 1 Engineering & Construction name. IESC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IESC |
IES Holdings, Inc.
This page
|
10,984 | $4,034,752 |
All Filings in IESC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,034,752 | 5,492 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $7,294,755 | 7,655 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,180,749 | 7,944 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,079,940 | 11,417 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,280,220 | 13,976 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,432,543 | 13,423 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,979,409 | 9,901 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,998,388 | 10,015 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,434,541 | 5,148 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||