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Ducere Wealth Management LLC

Position in IESC — IES Holdings, Inc.

CIK 2083656 NEWPORT BEACH, CA

Position in IESC

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,811,671
-$216,185 QoQ
Shares Held
4,932
+15.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#178
of 410 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

Ducere Wealth Management LLC holds $2,124,168 across 2 Engineering & Construction names. IESC ranks #1 (85.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IESC
IES Holdings, Inc.
This page
4,932 $1,811,671

All Filings in IESC

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,811,671 2,466
2026-03-31 $2,027,856 2,128