Pinnacle Wealth Planning Services, Inc.
Position in IESC — IES Holdings, Inc.
CIK 1726752
MANSFIELD, OH
Position in IESC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$376,145
+$98,840 QoQ
Shares Held
512
-12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#295
of 410 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,912,190 across 22 Engineering & Construction names. IESC ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
1,061 | $763,962 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
557 | $467,523 | |
| 3 | GVA |
Granite Construction Inc
|
2,739 | $432,981 | |
| 4 | IESC |
IES Holdings, Inc.
This page
|
512 | $376,145 | |
| 5 | MYRG |
Myr Group Inc.
|
472 | $236,188 | |
| 6 | MTZ |
Mastec Inc
|
567 | $235,906 | |
| 7 | EME |
EMCOR Group, Inc.
|
277 | $229,876 | |
| 8 | FIX |
Comfort Systems USA Inc
|
113 | $223,960 |
All Filings in IESC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,145 | 256 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $277,305 | 291 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $251,306 | 323 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $16,482 | 179 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||