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Opal Wealth Advisors, LLC

Position in IESC — IES Holdings, Inc.

CIK 1844201 JERICHO, NY

Position in IESC

as of Mar 31, 2026 · filed Apr 14, 2026
Position Value
$72,423
+$22,657 QoQ
Shares Held
152
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IESC Over Time

Shares Held

Position Value (USD)

All Filings in IESC

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $72,423 76
2025-06-30 $49,766 84