Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,446
+$897 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#612
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, 2026Prestige Wealth Management Group LLC holds $3,038,451 across 28 Specialty Industrial Machinery names. IEX ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,438 | $1,464,999 | |
| 2 | GEV |
GE Vernova Inc.
|
499 | $586,254 | |
| 3 | CMI |
Cummins Inc
|
802 | $571,993 | |
| 4 | EMR |
Emerson Electric Co
|
564 | $80,736 | |
| 5 | XYL |
Xylem Inc.
|
600 | $70,926 | |
| 6 | ITT |
Itt Inc.
|
312 | $61,701 | |
| 7 | ROK |
Rockwell Automation, Inc
|
86 | $42,576 | |
| 8 | ITW |
Illinois Tool Works Inc
|
124 | $33,537 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,446 | 24 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,549 | 24 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,270 | 24 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,906 | 24 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $4,213 | 24 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $4,343 | 24 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $5,022 | 24 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $5,148 | 24 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $4,828 | 24 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $5,856 | 24 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $5,210 | 24 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $6,240 | 30 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $6,457 | 30 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $5,544 | 24 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $5,479 | 24 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $4,796 | 24 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $4,359 | 24 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $4,601 | 24 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $5,671 | 24 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $4,966 | 24 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $5,281 | 24 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $5,023 | 24 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $4,780 | 24 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $4,377 | 24 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,792 | 24 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,314 | 24 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||