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Ies Hldgs shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck Wealth Management investment in Ies Hldgs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ies Hldgs by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $270k 695 389.02

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Keebeck Wealth Management

Top funds holding Ies Hldgs

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

View all funds holding Ies Hldgs