Ownership history in AdvisorShares Investments LLC · 5 quarters on record
This page tracks every 13F SEC filing in which AdvisorShares Investments LLC reported a position in IES HOLDINGS INC (IESC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 18,068 | -15,494 | -46.2% | 1.17% | $7.0M | $389.02 |
| 2025 Q3 | REDUCED | 33,562 | -434 | -1.3% | 2.18% | $13.3M | $397.65 |
| 2025 Q2 | ADDED | 33,996 | +806 | +2.4% | 1.82% | $10.1M | $296.23 |
| 2025 Q1 | REDUCED | 33,190 | -310 | -0.9% | 1.10% | $5.6M | $165.11 |
As of 2025 Q4 — sorted by position size