Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$237,616
+$35,177 QoQ
Shares Held
1,047
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#489
of 677 holders
Holding Since
Dec 2024
7 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, 2026Sovereign's Capital Management, LLC holds $1,441,488 across 3 Specialty Industrial Machinery names. IEX ranks #3 (16.5% of the industry book) .
All Filings in IEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,616 | 1,047 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $202,439 | 1,068 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $202,851 | 1,140 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $454,751 | 2,794 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $486,680 | 2,772 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $420,574 | 2,324 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $420,463 | 2,009 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||