Back to IESC
Annex Advisory Services, LLC → IESC
Annex Advisory Services, LLC IESC Position History
IES Holdings, Inc. • Construction
Quarters held
4
Latest value
$3.9M
Q3 2026
Peak value
$4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.1M |
| Q1 2026 | $3.6M |
| Q2 2026 | $4M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 12.2K | — | — |
| Q2 2026 | $4M | 5.5K | — | — |
| Q1 2026 | $3.6M | 7.7K | — | — |
| Q4 2025 | $3.1M | 7.9K | — | — |
Other funds holding IESC
$201.3M
$201.3M
$98.9M
$73M
$57.7M
$46.7M