Position in IEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$509,320
+$270,721 QoQ
Shares Held
2,687
+97.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $509,320 | 2,687 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $238,599 | 1,359 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||