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Bogart Wealth, LLC

Position in IESC — IES Holdings, Inc.

CIK 1715740 MCLEAN, VA

Position in IESC

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$3,673
-$138 QoQ
Shares Held
10
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#376
of 410 holders
Holding Since
Dec 2024
7 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, 2026

Bogart Wealth, LLC holds $24,579,637 across 14 Engineering & Construction names. IESC ranks #10 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in IESC

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,673 5
2026-03-31 $3,811 4
2025-12-31 $3,112 4
2025-09-30 $3,181 4
2025-06-30 $2,369 4
2025-03-31 $1,320 4
2024-12-31 $6,430 16