Position in IEX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,758
+$1,608 QoQ
Shares Held
43
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#593
of 677 holders
Holding Since
Sep 2022
9 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, 2026Activest Wealth Management holds $887,866 across 26 Specialty Industrial Machinery names. IEX ranks #11 (1.1% of the industry book) .
All Filings in IEX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,758 | 43 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $8,150 | 43 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,473 | 42 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $162 | 1 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,602 | 49 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $0 | 0 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $209 | 1 | Shares | Sole | 2025-01-28 | |
| 2022-12-31 | $5,708 | 25 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $4,996 | 25 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||