Position in IEX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,895
-$2,145,481 QoQ
Shares Held
10
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
4 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, 2026Lloyd Advisory Services, LLC. holds $55,918 across 7 Specialty Industrial Machinery names.
All Filings in IEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,895 | 10 | Shares | Sole | 2026-05-13 | |
| 2024-03-31 | $2,147,376 | 8,800 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $305,473 | 1,407 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $681,473 | 3,276 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||