IESC — IES HOLDINGS

Ownership history in Keystone Financial Group  ·  2 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in IES HOLDINGS (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.

Peak position
0.03% (2025 Q2)
Avg. % of fund
0.03%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,050 — 0% 0.03% $311K $397.65
2025 Q2 INITIATED 1,050 — — 0.03% $311K $296.23
% of Fund (quarterly)    IESC price (monthly, adj. close)

Other funds also holding IESC

As of 2025 Q4 — sorted by position size

GENDELL JEFFREY L 3Y 7Y 69.94% Pertento Partners LLP 3Y 7.65% AltraVue Capital, LLC 3Y 7Y 4.57% Parsifal Capital Management, LP 3Y 3.2% Ophir Asset Management Pty Ltd 3Y 2.6% United Capital Management of KS, Inc. 3Y 7Y 2.47% Yorktown Management & Research Co Inc 3Y 7Y 1.97% Steamboat Capital Partners, LLC 3Y 7Y 1.93% LRT Capital Management, LLC 3Y 1.83% AdvisorShares Investments LLC 3Y 1.17%
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