Position in INVX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,092,148
-$169,516 QoQ
Shares Held
165,006
-5.6% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#47
of 223 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 44%
Shared 39%
None 18%
Common Shares in INVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Moody Aldrich Partners LLC holds $15,668,570 across 3 Oil & Gas Equipment & Services names. INVX ranks #3 (26.1% of the industry book) .
All Filings in INVX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,092,148 | 165,006 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,261,664 | 174,730 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||