XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

IESC holding history

IES Holdings, Inc. in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IESC overview All 13F holders of IESC Full Q2 2026 holdings

Shares (Q2 2026): 981
Value: $720.7K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of IESC by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	981	$720.7K	0.1%	+50+5.4%	Added	Holders
Q1 2026	931	$443.6K	<0.1%	+80+9.4%	Added	Holders
Q4 2025	851	$331.1K	<0.1%	+301+54.7%	Added	Holders
Q3 2025	550	$218.5K	<0.1%	+550	New	Holders