Position in IEX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$34,042
+$11,296 QoQ
Shares Held
150
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#557
of 681 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $27,473,466 across 30 Specialty Industrial Machinery names. IEX ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,090 | $5,980,037 | |
| 2 | CMI |
Cummins Inc
|
6,777 | $4,833,424 | |
| 3 | EMR |
Emerson Electric Co
|
30,838 | $4,414,459 | |
| 4 | ETN |
Eaton Corp plc
|
8,306 | $3,539,352 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,899 | $2,835,569 | |
| 6 | NDSN |
Nordson Corp
|
5,617 | $1,694,592 | |
| 7 | AME |
Ametek Inc/
|
3,078 | $744,691 | |
| 8 | ROK |
Rockwell Automation, Inc
|
1,310 | $648,554 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,042 | 150 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $22,746 | 120 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $20,996 | 118 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $15,624 | 96 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $11,587 | 66 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $20,268 | 112 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $42,695 | 204 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $43,758 | 204 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $44,062 | 219 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $64,177 | 263 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $50,803 | 234 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $36,195 | 174 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $43,052 | 200 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $35,578 | 154 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $36,761 | 161 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $28,778 | 144 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $25,609 | 141 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $25,691 | 134 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $21,977 | 93 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $16,556 | 80 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $15,183 | 69 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $13,815 | 66 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $15,139 | 76 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $14,227 | 78 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $12,327 | 78 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $6,076 | 44 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||