Modera Wealth Management, LLC
- SEC CIK
- 0001542143
- Latest filing
- Aug 3, 2026
IESC holding history
IES Holdings, Inc. in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IESC overviewAll 13F holders of IESCFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −1,502−100.0% | Sold out | Holders |
| Q2 2024 | 1,502 | $209.3K | <0.1% | −15,638−91.2% | Reduced | Holders |
| Q1 2024 | 17,140 | $2.08M | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 17,140 | $1.36M | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 17,140 | $1.13M | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 17,140 | $974.9K | <0.1% | +7,240+73.1% | Added | Holders |
| Q1 2023 | 9,900 | $426.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 9,900 | $352.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 9,900 | $273.0K | <0.1% | +9,900 | New | Holders |