Position in IEX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$453
+$273 QoQ
Shares Held
2
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#671
of 677 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $92,340 across 10 Specialty Industrial Machinery names. IEX ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
65 | $76,365 | |
| 2 | ETN |
Eaton Corp plc
|
14 | $5,965 | |
| 3 | IR |
Ingersoll Rand Inc.
|
67 | $5,493 | |
| 4 | PH |
Parker-Hannifin Corp
|
2 | $1,956 | |
| 5 | EMR |
Emerson Electric Co
|
5 | $715 | |
| 6 | CMI |
Cummins Inc
|
1 | $713 | |
| 7 | IEX |
Idex Corp /De/
This page
|
2 | $453 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1 | $270 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453 | 2 | Shares | Sole | 2026-07-21 | |
| 2025-03-31 | $180 | 1 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||