RMR Wealth Builders

Position in IEX — Idex Corp /De/

CIK 1803848 Montclair, NJ

Position in IEX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$332,481

+$55,170 QoQ

Shares Held

1,465

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#447

of 681 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

RMR Wealth Builders holds $2,611,026 across 5 Specialty Industrial Machinery names. IEX ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	819	$962,210
2	ETN	Eaton Corp plc	1,244	$530,093
3	MIDD	MIDDLEBY Corp	3,564	$493,152
4	IEX	Idex Corp /De/ This page	1,465	$332,481
5	AOS	Smith A O Corp	4,673	$293,090

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,481	1,465	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$277,311	1,463	0.0%	Shares	Sole	2026-04-22
2025-12-31	$260,326	1,463	0.0%	Shares	Sole	2026-01-29
2025-09-30	$238,117	1,463	+0.3%	Shares	Sole	2025-11-05
2025-06-30	$255,981	1,458	-3.5%	Shares	Sole	2025-07-08
2025-03-31	$273,445	1,511	+5.1%	Shares	Sole	2025-04-16
2024-12-31	$300,749	1,437	0.0%	Shares	Sole	2025-01-14
2024-09-30	$308,236	1,437	0.0%	Shares	Sole	2024-10-21
2024-06-30	$289,124	1,437	0.0%	Shares	Sole	2024-07-23
2024-03-31	$350,656	1,437	0.0%	Shares	Sole	2024-04-15
2023-12-31	$311,987	1,437	0.0%	Shares	Sole	2024-02-06
2023-09-30	$298,924	1,437	0.0%	Shares	Sole	2023-10-23
2023-06-30	$309,328	1,437	0.0%	Shares	Sole	2023-07-21
2023-03-31	$331,990	1,437	0.0%	Shares	Sole	2023-04-11
2022-12-31	$328,110	1,437	0.0%	Shares	Sole	2023-02-15
2022-09-30	$287,184	1,437	+13.3%	Shares	Sole	2022-11-08
2022-06-30	$230,306	1,268	0.0%	Shares	Sole	2022-08-02
2022-03-31	$243,113	1,268	0.0%	Shares	Sole	2022-05-13
2021-09-30	$262,412	1,268	0.0%	Shares	Sole	2021-10-18
2021-06-30	$279,023	1,268	0.0%	Shares	Sole	2021-08-16
2021-03-31	$265,417	1,268	0.0%	Shares	Sole	2021-05-13
2020-12-31	$252,585	1,268	0.0%	Shares	Sole	2021-02-26
2020-09-30	$231,295	1,268	0.0%	Shares	Sole	2020-11-13
2020-06-30	$200,394	1,268	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.