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Sun Group Wealth Partners

SEC CIK
0002111007
Latest filing
Jul 23, 2026

IESC holding history

IES Holdings, Inc. in every 13F filed by Sun Group Wealth Partners, 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)
290
Value
$213.1K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of IESC by Sun Group Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026290$213.1K0.1%+290NewHolders