Position in IESC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$292,394
-$201,228 QoQ
Shares Held
796
-23.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#301
of 410 holders
Holding Since
Sep 2025
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, 2026KFG WEALTH MANAGEMENT, LLC holds $1,183,803 across 2 Engineering & Construction names. IESC ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
1,238 | $891,409 | |
| 2 | IESC |
IES Holdings, Inc.
This page
|
796 | $292,394 |
All Filings in IESC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,394 | 398 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $493,622 | 518 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $403,024 | 518 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $411,965 | 518 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||