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Oakwell Private Wealth Management, LLC: IESC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oakwell Private Wealth Management, LLC on IESC, newest first. How the timeline and the estimate are built.

Oakwell Private Wealth Management, LLC held 443 IESC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 443 shares
    Change vs previous 13F -590 shares

    0.05% of the 13F portfolio, value $325,454.

    13F-HR 0001941040-26-000497 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,033 shares
    Change vs previous 13F +441 shares

    0.09% of the 13F portfolio, value $492,194.

    13F-HR 0001941040-26-000290 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 592 shares
    Change vs previous 13F -1,775 shares

    0.04% of the 13F portfolio, value $230,300.

    13F-HR 0001941040-26-000059 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,367 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $941,238.

    13F-HR 0001941040-25-000622 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,367 shares
    Change vs previous 13F -7,672 shares

    0.16% of the 13F portfolio, value $701,176.

    13F-HR 0001941040-25-000423 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,039 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,657,539.

    13F-HR 0001941040-25-000260 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).