Comprehensive Portfolio Management »

Ies Hldgs shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio Management investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ies Hldgs by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $654k 3.3k 200.96
2024-09-30 $666k 3.3k 199.62
2024-06-30 $438k 3.1k 139.33
2024-03-31 $343k 2.8k 121.64
2021-12-31 $203k 4.0k 50.57
2021-06-30 $236k 4.6k 51.34
2021-03-31 $263k 5.2k 50.46
2020-12-31 $287k 6.2k 46.08
2020-09-30 $207k 6.5k 31.79

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding Ies Hldgs

Jeffrey L. Gendell
FMR
Vanguard Group
BlackRock
Dimensional Fund Advisors
Geode Capital Management
State Street Corporation
Invesco
AltraVue Capital
Royce & Associates
Citadel Advisors
Renaissance Technologies
Franklin Resources
Arrowstreet Capital, Limited Partnership
Summit Partners Public Asset Management

View all funds holding Ies Hldgs