Skip to content
Disclosery

IESC IES HOLDINGS INC

Follow

COM (common), issuer CIK 1048268

242 managers (244 13F filers) reported a position in IESC shares at 2025-03-31, 18,908,896 shares in all. 36 filers opened a position and 49 filers sold out during the quarter.

Managers
242
13F filers
244
New
36
Added
83
Reduced
92
Sold out
49
Shares held by filers
18,908,896

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COLDSTREAM CAPITAL MANAGEMENT INC47$7.76K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC46$7.67K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…45$7.43K<0.01%-50613F-HRTimelineGroup
First Horizon Advisors, Inc.43$7.1K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC42$6.93K<0.01%+1313F-HRTimeline
ROTHSCHILD INVESTMENT LLC36$5.94K<0.01%+2813F-HRTimeline
Bell Investment Advisors, Inc29$4.79K<0.01%+313F-HRTimeline
Parallel Advisors, LLC24$3.98K<0.01%-213F-HRTimeline
True Wealth Design, LLC23$3.8K<0.01%+1813F-HRTimeline
Altshuler Shaham Ltd22$3.63K<0.01%+813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$3.3K<0.01%013F-HRTimeline
LRI Investments, LLC20$3.27K<0.01%-313F-HRTimeline
Quarry LP16$2.64K<0.01%new13F-HRTimeline
Hemington Wealth Management16$2K<0.01%+513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC12$1.98K<0.01%-1213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.10$1.65K<0.01%new13F-HRTimeline
Sterling Capital Management LLC9$1.49K<0.01%+113F-HRTimeline
Hexagon Capital Partners LLC9$1.49K<0.01%new13F-HRTimeline
Allworth Financial LP7$1.37K<0.01%new13F-HRTimeline
Brooklyn Investment Group8$1.32K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC7$1.16K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6$991<0.01%-713F-HRTimeline
Rise Advisors, LLC6$991<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.5$841<0.01%-1,94513F-HRTimeline
Stephens Consulting, LLC5$826<0.01%new13F-HRTimeline
Bogart Wealth, LLC4$660<0.01%-1213F-HRTimeline
DiNuzzo Private Wealth, Inc.3$496<0.01%-313F-HRTimeline
Rialto Wealth Management, LLC3$496<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB3$495<0.01%new13F-HRTimeline
Caitong International Asset Management …3$495<0.01%013F-HRTimeline
Global Financial Private Client, LLC3$495<0.01%+213F-HRTimeline
Amundiin group Amundi3$485<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.2$331<0.01%-113F-HRTimeline
WealthTrak Capital Management LLC2$331<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2$330<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1$169<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$166<0.01%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1$166-1,687Timeline
TD Capital Management LLC1$165<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC1$165<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$165<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • TONTINE CAPITAL PARTNERS L P and 7 other reporting persons reported 20,813,118 IESC shares, 51.7% of the class, as of 2026-10-05, in a 13D/A filed 2026-10-06. 0001104659-26-114099

    Accepted , ingested