Position in IEX
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$204,255
-$15,363 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#508
of 681 holders
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HARVEY CAPITAL MANAGEMENT INC holds $204,255 across 1 Specialty Industrial Machinery name. IEX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IEX |
Idex Corp /De/
This page
|
900 | $204,255 |
All Filings in IEX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,255 | 900 | Shares | Sole | 2026-08-21 | |
| 2024-03-31 | $219,618 | 900 | Shares | Sole | 2024-05-10 | |
| 2023-03-31 | $219,478 | 950 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $216,913 | 950 | Shares | Sole | 2023-02-27 | |
| 2021-12-31 | $236,320 | 1,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $232,818 | 1,125 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $247,556 | 1,125 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $235,485 | 1,125 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $224,100 | 1,125 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $205,211 | 1,125 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||