Ies Hldgs shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Ies Hldgs (IESC) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Ies Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Ies Hldgs held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ies Hldgs by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $64k | 808 | 79.22 |
| 2023-09-30 | $53k | 808 | 65.87 |
| 2023-06-30 | $35k | 610 | 56.88 |
| 2023-03-31 | $26k | 610 | 43.09 |
| 2022-12-31 | $25k | 610 | 40.27 |
| 2022-09-30 | $16k | 610 | 26.23 |
| 2022-06-30 | $18k | 610 | 29.51 |
| 2022-03-31 | $25k | 610 | 40.98 |
| 2021-12-31 | $31k | 610 | 50.82 |
| 2021-09-30 | $28k | 610 | 45.90 |
| 2021-06-30 | $31k | 610 | 50.82 |
| 2021-03-31 | $31k | 610 | 50.82 |
| 2020-12-31 | $28k | 610 | 45.90 |
| 2020-09-30 | $19k | 610 | 31.15 |
| 2020-06-30 | $14k | 610 | 22.95 |
| 2020-03-31 | $11k | 610 | 18.03 |
| 2019-12-31 | $16k | 610 | 26.23 |
| 2019-09-30 | $13k | 610 | 21.31 |
| 2019-06-30 | $11k | 610 | 18.03 |
| 2019-03-31 | $11k | 610 | 18.03 |
| 2018-12-31 | $9.0k | 610 | 14.75 |
| 2018-09-30 | $12k | 610 | 19.67 |
| 2018-06-30 | $10k | 610 | 16.39 |
| 2018-03-31 | $9.0k | 610 | 14.75 |
| 2017-12-31 | $11k | 610 | 18.03 |
| 2017-09-30 | $10k | 610 | 16.39 |
| 2017-06-30 | $11k | 610 | 18.03 |
| 2017-03-31 | $11k | 610 | 18.03 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors