CVA Family Office, LLC

Family Office

Position in IEX — Idex Corp /De/

CIK 1802084 DENVER, CO

Position in IEX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$19,971

+$5,187 QoQ

Shares Held

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#568

of 677 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CVA Family Office, LLC holds $3,727,514 across 37 Specialty Industrial Machinery names. IEX ranks #16 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	712	$836,500
2	ETN	Eaton Corp plc	1,906	$812,184
3	PH	Parker-Hannifin Corp	484	$473,410
4	EMR	Emerson Electric Co	2,539	$363,457
5	ITW	Illinois Tool Works Inc	806	$217,998
6	ROK	Rockwell Automation, Inc	355	$175,753
7	AME	Ametek Inc/	668	$161,615
8	CMI	Cummins Inc	160	$114,113

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,971	88	+12.8%	Shares	Sole	2026-08-07
2026-03-31	$14,784	78	+2500.0%	Shares	Sole	2026-04-29
2025-12-31	$533	3	-93.6%	Shares	Sole	2026-01-12
2025-06-30	$8,251	47	+571.4%	Shares	Sole	2025-07-31
2025-03-31	$1,266	7	-75.9%	Shares	Sole	2025-04-16
2024-12-31	$6,069	29	+93.3%	Shares	Sole	2025-01-07
2024-09-30	$3,217	15	-11.8%	Shares	Sole	2024-10-10
2024-06-30	$3,420	17	+13.3%	Shares	Sole	2024-07-10
2024-03-31	$3,660	15	0.0%	Shares	Sole	2024-04-10
2023-12-31	$3,256	15	-87.6%	Shares	Sole	2024-01-16
2023-06-30	$26,046	121	+4.3%	Shares	Sole	2023-07-10
2023-03-31	$26,799	116	0.0%	Shares	Sole	2023-04-27
2022-12-31	$26,486	116	0.0%	Shares	Sole	2023-02-22
2022-09-30	$23,182	116	0.0%	Shares	Sole	2022-11-22
2022-06-30	$21,069	116	+9.4%	Shares	Sole	2022-07-11
2022-03-31	$20,323	106	-8.6%	Shares	Sole	2022-04-22
2021-12-31	$27,413	116	+14.9%	Shares	Sole	2022-01-25
2021-06-30	$22,225	101	—	Shares	Sole	2021-07-13
No filing history on record for this holder in this stock.