Position in IEX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,039,204
+$171,824 QoQ
Shares Held
4,579
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#327
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $202,631,288 across 23 Specialty Industrial Machinery names. IEX ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
271,017 | $115,485,764 | |
| 2 | ITW |
Illinois Tool Works Inc
|
191,148 | $51,699,799 | |
| 3 | EMR |
Emerson Electric Co
|
91,343 | $13,075,750 | |
| 4 | ROK |
Rockwell Automation, Inc
|
23,746 | $11,756,169 | |
| 5 | GEV |
GE Vernova Inc.
|
3,336 | $3,919,332 | |
| 6 | PH |
Parker-Hannifin Corp
|
2,868 | $2,805,248 | |
| 7 | DOV |
DOVER Corp
|
5,186 | $1,163,116 | |
| 8 | IEX |
Idex Corp /De/
This page
|
4,579 | $1,039,204 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,204 | 4,579 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $867,380 | 4,576 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $829,378 | 4,661 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $744,789 | 4,576 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $799,019 | 4,551 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $823,413 | 4,550 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,035,985 | 4,950 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,061,775 | 4,950 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,086,480 | 5,400 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,317,708 | 5,400 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,172,394 | 5,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,123,308 | 5,400 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,162,404 | 5,400 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,305,319 | 5,650 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,290,064 | 5,650 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,129,152 | 5,650 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $1,026,209 | 5,650 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,083,274 | 5,650 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $1,335,208 | 5,650 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $651,892 | 3,150 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $693,157 | 3,150 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $680,290 | 3,250 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $647,400 | 3,250 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $620,194 | 3,400 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $537,336 | 3,400 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $469,574 | 3,400 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||