Ies Hldgs shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Ies Hldgs
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Quarterly reported holdings in Ies Hldgs by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 5.3k | 397.60 |
| 2025-06-30 | $432k | 1.5k | 296.09 |
| 2025-03-31 | $240k | 1.5k | 165.06 |
| 2024-12-31 | $349k | 1.7k | 203.38 |
| 2024-09-30 | $335k | 1.7k | 197.41 |