Ies Hldgs shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Ies Hldgs
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Quarterly reported holdings in Ies Hldgs by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 11k | 397.65 |
| 2025-06-30 | $4.1M | 14k | 296.23 |
| 2025-03-31 | $2.2M | 13k | 165.11 |
| 2024-12-31 | $2.0M | 9.9k | 200.96 |
| 2024-09-30 | $2.0M | 10k | 199.62 |
| 2024-06-30 | $717k | 5.1k | 139.33 |
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