Ies Hldgs shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Ies Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Ies Hldgs held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ies Hldgs by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 739 | 397.65 |
| 2025-06-30 | $406k | 1.4k | 289.30 |
| 2025-03-31 | $221k | 1.3k | 165.11 |
| 2024-12-31 | $269k | 1.3k | 200.96 |
| 2024-09-30 | $267k | 1.3k | 199.62 |