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TWIN PEAKS WEALTH ADVISORS, LLC

Position in IEX — Idex Corp /De/

CIK 2006218 BURLINGAME, CA

Position in IEX

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$8,340
+$6,058 QoQ
Shares Held
44
+238.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
2 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, 2026

TWIN PEAKS WEALTH ADVISORS, LLC holds $781,138 across 2 Specialty Industrial Machinery names.

# Ticker Company Shares Value (USD) Open

All Filings in IEX

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $8,340 44
2025-06-30 $2,282 13