Ascentis Independent Advisors

Position in IESC — IES Holdings, Inc.

CIK 1845003 DALLAS, TX

Position in IESC

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,911,597

+$1,114,106 QoQ

Shares Held

4,012

+95.7% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Ascentis Independent Advisors holds $4,470 across 2 Engineering & Construction names.

#	Ticker	Company	Shares	Value (USD)	Open
1	EME	EMCOR Group, Inc.	3	$2,489
2	FIX	Comfort Systems USA Inc	1	$1,981

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,911,597	2,006	+95.7%	Shares	Sole	2026-04-28
2025-12-31	$797,491	1,025	0.0%	Shares	Sole	2026-01-29
2025-09-30	$815,182	1,025	0.0%	Shares	Sole	2025-10-21
2025-06-30	$607,271	1,025	—	Shares	Sole	2025-07-14
No filing history on record for this holder in this stock.