IES Holdings (IESC)Segall Bryant & Hamill, LLC reduced its stake -27K shares

13K

Shares reported · -27K vs prior quarter

0.11%

Disclosed portfolio weight

$9.58M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 12, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 12, 2026Insider · 2 peopleInsiders: 10 sales (~$39.2M)
2. Jul 31, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors (and 1 more item)
3. Aug 7, 2026Company filing · Form 8-K · Material agreement, Unregistered sharesSigned an important agreement, and sold new shares without registering them (and 1 more item)

What came next

1. Oct 5, 2026Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and signed an important agreement (and 1 more item)“On October 5, 2026, IES announced that its wholly owned subsidiary, IES OpCo Holdings, Inc. (“OpCo”), completed its previously announced acquisition of approximately 91.21% of the issued and outstanding shares of common stock (the “Transferred Shares”) of DBM Global, Inc., a Delaware corporation (the “Target”), in exchange for the Stock Consideration and Seller Cash Consideration (each as defined in the Transaction…”
2. Oct 6, 20265% stakeJeffrey L. Gendell filed an activist stake (13D) of 51.7%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for IES Holdings

For IES Holdings, OQRO holds 4 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its IESC page.

How this filing works

• SEC Form 13F

Other disclosures at IES Holdings

• SEC Schedule 13DOct 6, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 4Jun 16, 2026
• SEC Form 4Jun 16, 2026
• SEC Form 4Jun 16, 2026

Everything OQRO holds on this company is on its IESC page.