Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Ies Hldgs held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $2.0M 10k 199.62
2024-06-30 $717k 5.1k 139.33

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View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Ies Hldgs

Jeffrey L. Gendell
Dimensional Fund Advisors
BlackRock
BlackRock
Vanguard Group
Royce & Associates
AltraVue Capital
Geode Capital Management
State Street Corporation
Renaissance Technologies
Arrowstreet Capital, Limited Partnership
Invesco
Franklin Resources
Ophir Asset Management Pty
Morgan Stanley

View all funds holding Ies Hldgs