Position in IEX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$680
+$112 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#655
of 677 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $340,615 across 17 Specialty Industrial Machinery names. IEX ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
78 | $91,639 | |
| 2 | ETN |
Eaton Corp plc
|
187 | $79,684 | |
| 3 | EMR |
Emerson Electric Co
|
508 | $72,720 | |
| 4 | ITW |
Illinois Tool Works Inc
|
192 | $51,930 | |
| 5 | CMI |
Cummins Inc
|
28 | $19,969 | |
| 6 | PH |
Parker-Hannifin Corp
|
8 | $7,824 | |
| 7 | WTS |
Watts Water Technologies Inc
|
10 | $3,914 | |
| 8 | GNRC |
Generac Holdings Inc.
|
9 | $2,635 |
All Filings in IEX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680 | 3 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $568 | 3 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $533 | 3 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $488 | 3 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $526 | 3 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $542 | 3 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $627 | 3 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $643 | 3 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $603 | 3 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $732 | 3 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $651 | 3 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||