Position in OESX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,873
+$5,015 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#18
of 34 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OESX Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026IAG Wealth Partners, LLC holds $42,305 across 2 Electrical Equipment & Parts names. OESX ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
67 | $22,432 | |
| 2 | OESX |
Orion Energy Systems, Inc.
This page
|
1,700 | $19,873 |
All Filings in OESX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,873 | 1,700 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,858 | 1,700 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $26,146 | 1,700 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,016 | 1,600 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,400 | 14,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,640 | 12,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,600 | 12,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,600 | 10,000 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,100 | 10,000 | Shares | Sole | 2024-07-16 | |
| 2020-06-30 | $83,040 | 24,000 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $88,800 | 24,000 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||