Position in IEX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,986,947
+$285,736 QoQ
Shares Held
8,755
-2.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#280
of 677 holders
Holding Since
Mar 2025
6 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, 2026Legacy Wealth Management, LLC / MS holds $3,255,366 across 3 Specialty Industrial Machinery names. IEX ranks #1 (61.0% 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 | $1,986,947 | 8,755 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,701,211 | 8,975 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,700,038 | 9,554 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,173,334 | 13,353 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,890,408 | 16,463 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $266,568 | 1,473 | Shares | Sole | 2025-04-03 | |
| No filing history on record for this holder in this stock. | ||||||