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Dakota Wealth Management

Position in IESC — IES Holdings, Inc.

CIK 1631353 PALM BEACH GARDENS, FL

Position in IESC

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$7,346,600
+$3,040,265 QoQ
Shares Held
10,000
+10.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#95
of 412 holders
Holding Since
Jun 2020
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IESC Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

Dakota Wealth Management holds $37,139,772 across 8 Engineering & Construction names. IESC ranks #2 (19.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 IESC
IES Holdings, Inc.
This page
10,000 $7,346,600
7
829 $293,905

All Filings in IESC

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,346,600 5,000
2026-03-31 $4,306,335 4,519
2025-12-31 $2,036,130 2,617
2020-09-30 $772,837 12,163
2020-06-30 $563,633 12,163