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LRI Investments, LLC

Position in IESC — IES Holdings, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in IESC

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$13,958
-$4,147 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#360
of 410 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IESC Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

LRI Investments, LLC holds $440,583 across 25 Engineering & Construction names. IESC ranks #9 (3.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in IESC

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,958 19
2026-03-31 $18,105 19
2025-12-31 $15,560 20
2025-09-30 $15,906 20
2025-06-30 $11,849 20
2025-03-31 $6,604 20
2024-12-31 $9,244 23
2024-09-30 $9,182 23