Ies Hldgs shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Ies Hldgs
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Quarterly reported holdings in Ies Hldgs by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 524 | 397.65 |
| 2024-09-30 | $221k | 1.1k | 199.62 |
| 2024-06-30 | $245k | 1.8k | 139.33 |
| 2024-03-31 | $608k | 5.0k | 121.64 |
| 2023-09-30 | $362k | 5.5k | 65.87 |
| 2023-06-30 | $398k | 7.0k | 56.88 |
| 2023-03-31 | $302k | 7.0k | 43.09 |
| 2022-12-31 | $285k | 8.0k | 35.57 |
| 2022-09-30 | $221k | 8.0k | 27.63 |
| 2022-06-30 | $252k | 8.4k | 30.18 |
| 2022-03-31 | $356k | 8.9k | 40.23 |
| 2021-12-31 | $448k | 8.9k | 50.62 |
| 2021-09-30 | $457k | 10k | 45.70 |
| 2021-03-31 | $555k | 11k | 50.45 |
| 2020-09-30 | $413k | 13k | 31.77 |