Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$232,169
-$23,344 QoQ
Shares Held
1,023
-24.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#490
of 677 holders
Holding Since
Mar 2025
6 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, 2026OneAscent Investment Solutions LLC holds $1,456,713 across 3 Specialty Industrial Machinery names. IEX ranks #3 (15.9% of the industry book) .
All Filings in IEX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,169 | 1,023 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $255,513 | 1,348 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $246,091 | 1,383 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $225,097 | 1,383 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $268,446 | 1,529 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $320,135 | 1,769 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||