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Disclosery

Peterson Wealth Services: IESC position timeline

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

Peterson Wealth Services held 3,710 IESC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,710 shares
    Change vs previous 13F +53 shares

    0.59% of the 13F portfolio, value $2,725,589.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 3,657 shares
    Change vs previous 13F +364 shares

    0.43% of the 13F portfolio, value $1,742,451.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 3,293 shares
    Change vs previous 13F +3,260 shares

    0.33% of the 13F portfolio, value $1,281,043.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 33 shares
    Change vs previous 13F -3,665 shares

    0.41% of the 13F portfolio, value $1,495,562.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 3,698 shares
    Change vs previous 13F +143 shares

    0.3% of the 13F portfolio, value $1,095,459.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 3,555 shares
    Change vs previous 13F -4,555 shares

    0.18% of the 13F portfolio, value $586,966.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,110 shares
    Change vs previous 13F +100 shares

    0.49% of the 13F portfolio, value $1,629,786.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,010 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,598,956.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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