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Aventura Private Wealth, LLC

Position in IESC — IES Holdings, Inc.

CIK 2074418 AVENTURA, FL

Position in IESC

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$5,877
-$1,270 QoQ
Shares Held
8
-46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 48 holders
Holding Since
Mar 2026
2 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

Aventura Private Wealth, LLC holds $846,027 across 10 Engineering & Construction names. IESC ranks #6 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 IESC
IES Holdings, Inc.
This page
8 $5,877

All Filings in IESC

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,877 8
2026-03-31 $7,147 15