Skip to main content

Cavalier Investments, LLC

Position in IESC — IES Holdings, Inc.

CIK 1655543 ALPHARETTA, GA

Position in IESC

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$5,298,346
+$658,116 QoQ
Shares Held
11,120
-6.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IESC Over Time

Shares Held

Position Value (USD)

All Filings in IESC

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,298,346 5,560
2025-12-31 $4,640,230 5,964
2025-09-30 $916,316 5,812
2025-06-30 $3,296,447 5,564
2025-03-31 $1,867,724 5,656
2024-12-31 $2,276,474 5,664
2024-09-30 $2,184,641 5,472