Position in IESC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$213,051
New position
Shares Held
580
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#313
of 410 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Sun Group Wealth Partners holds $213,051 across 1 Engineering & Construction name. IESC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IESC |
IES Holdings, Inc.
This page
|
580 | $213,051 |
All Filings in IESC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,051 | 290 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||