Position in IESC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$650,908
-$333,479 QoQ
Shares Held
886
-57.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#255
of 410 holders
Holding Since
Mar 2025
6 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, 2026Oakwell Private Wealth Management, LLC holds $650,908 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
|
886 | $650,908 |
All Filings in IESC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,908 | 443 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $984,387 | 1,033 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $460,599 | 592 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,882,475 | 2,367 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,402,352 | 2,367 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,315,078 | 10,039 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||