Position in IEX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$128,226
+$9,379 QoQ
Shares Held
565
-9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#522
of 677 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $508,054 across 6 Specialty Industrial Machinery names. IEX ranks #2 (25.2% of the industry book) .
All Filings in IEX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,226 | 565 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $118,847 | 627 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $112,813 | 634 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $96,842 | 595 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||