Ies Hldgs shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Ies Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Ies Hldgs held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ies Hldgs by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $682k | 1.7k | 397.65 |
| 2025-06-30 | $508k | 1.7k | 296.23 |
| 2025-03-31 | $228k | 1.4k | 165.11 |
| 2024-12-31 | $653k | 3.3k | 200.96 |
| 2024-09-30 | $599k | 3.0k | 199.62 |
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