Position in IEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,366,239
+$202,023 QoQ
Shares Held
6,020
-2.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#305
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, 2026Tevis Investment Management holds $4,001,626 across 4 Specialty Industrial Machinery names. IEX ranks #2 (34.1% 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 | $1,366,239 | 6,020 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,164,216 | 6,142 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $697,346 | 3,919 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $637,856 | 3,919 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||