Holdings in IEX
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$18,661,991 |
104,878 |
+892.1%
|
Shares |
Sole |
2026-02-06 |
| 2025-09-30 |
$1,720,535 |
10,571 |
+19.2%
|
Shares |
Sole |
2025-11-10 |
| 2025-06-30 |
$1,556,954 |
8,868 |
0.0%
|
Shares |
Sole |
2025-08-05 |
| 2025-03-31 |
$1,604,841 |
8,868 |
-80.5%
|
Shares |
Sole |
2025-05-08 |
| 2024-12-31 |
$9,510,556 |
45,442 |
-19.2%
|
Shares |
Sole |
2025-02-10 |
| 2024-09-30 |
$12,062,193 |
56,234 |
0.0%
|
Shares |
Sole |
2024-11-08 |
| 2024-06-30 |
$11,314,280 |
56,234 |
-9.4%
|
Shares |
Sole |
2024-08-12 |
| 2024-03-31 |
$15,139,488 |
62,042 |
+11.3%
|
Shares |
Sole |
2024-05-13 |
| 2023-12-31 |
$12,102,145 |
55,742 |
+54.2%
|
Shares |
Sole |
2024-02-12 |
| 2023-09-30 |
$7,522,003 |
36,160 |
-2.2%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$7,959,453 |
36,976 |
+82.0%
|
Shares |
Sole |
2023-08-11 |
| 2023-03-31 |
$4,692,912 |
20,313 |
+3.8%
|
Shares |
Sole |
2023-05-10 |
| 2022-12-31 |
$4,470,244 |
19,578 |
+24.9%
|
Shares |
Sole |
2023-02-10 |
| 2022-09-30 |
$3,132,648 |
15,675 |
—
|
Shares |
Sole |
2022-11-10 |
