Skip to main content

Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

IESC holding history

IES Holdings, Inc. in every 13F filed by Portside Wealth Group, 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 (Q2 2026)
529
Value
$388.6K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of IESC by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026529$388.6K<0.1%+18+3.5%AddedHolders
Q1 2026511$243.5K<0.1%+511NewHolders