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EVOLVE PRIVATE WEALTH, LLC

Position in IESC — IES Holdings, Inc.

CIK 2111131 LOS ANGELES, CA

Position in IESC

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,804,931
+$411,146 QoQ
Shares Held
3,818
-24.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#143
of 410 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in IESC Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $16,132,763 across 10 Engineering & Construction names. IESC ranks #3 (17.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 IESC
IES Holdings, Inc.
This page
3,818 $2,804,931

All Filings in IESC

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,804,931 1,909
2026-03-31 $2,393,785 2,512
2025-12-31 $1,862,627 2,394