Ownership history in Spire Wealth Management · 3 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in IES HLDGS 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 Q3 | REDUCED | 100 | -48 | -32.4% | 0.00% | $40K | $397.65 |
| 2025 Q1 | ADDED | 148 | +68 | +85.0% | 0.00% | $24K | $165.11 |
| 2024 Q1 | INITIATED | 80 | — | — | 0.00% | $10K | — |
As of 2025 Q4 — sorted by position size