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Ies Hldgs shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Ies Hldgs

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All positions including Ies Hldgs held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ies Hldgs by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 831 397.65

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Top funds holding Ies Hldgs

Jeffrey L. Gendell
FMR
Vanguard Group
BlackRock
Dimensional Fund Advisors
First Trust Advisors
Geode Capital Management
State Street Corporation
Pertento Partners
Royce & Associates
AltraVue Capital
Franklin Resources
Thrivent Financial for Lutherans
Morgan Stanley
Arrowstreet Capital, Limited Partnership

View all funds holding Ies Hldgs