Position in IEX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,873,083
-$10,891,556 QoQ
Shares Held
36,260
-63.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,873,083 | 36,260 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,764,639 | 99,835 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,281,696 | 100,035 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,563,144 | 100,035 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||