SEC Filing Summary: IES Holdings, Inc. (Form 13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by IES Holdings, Inc., an institutional investment manager based in Houston, TX. The report covers the quarter ended March 31, 2026, and was signed on May 15, 2026, by Mary Newman, Chief Administrative Officer and General Counsel.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the company's own operating financials (revenue, profit, cash flow, or debt). The key metrics provided are:
- Total Value of Reported Holdings: $213,982,826
- Total Number of Holdings Entries: 13
- Other Included Managers: 0
The filing text does not provide data on revenue, profit margins, cash flow, debt, or liquidity for IES Holdings, Inc. itself.
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2025) or detail specific changes in holdings composition. Therefore, material changes versus the prior comparable period cannot be determined from this summary.
Guidance, Outlook, and Risks
Form 13F filings are statutory disclosures of holdings and do not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the manager's future performance. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total value of holdings ($213,982,826) against the specific list of 13 securities in the full filing schedule.
- Confirm the reporting period (Q1 2026) aligns with the investor's analysis timeframe.
- Note that this filing reflects only the manager's equity positions and does not disclose the firm's internal financial health or leverage.
- Check for any subsequent amendments to this report filed after May 15, 2026.