IEX — IDEX CORP

Ownership history in Bison Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in IDEX CORP (IEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.25% (2016 Q2)
Avg. % of fund
0.11%
First filed
2016 Q2
Last filed
2024 Q3
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 970 -300 -23.6% 0.03% $208K $209.83
2024 Q2 UNCHANGED 1,270 — 0% 0.05% $310K $196.16
2024 Q1 UNCHANGED 1,270 — 0% 0.05% $310K $237.17
2023 Q4 UNCHANGED 1,270 — 0% 0.05% $276K $210.37
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEX price (monthly, adj. close)

Other funds also holding IEX

As of 2025 Q4 — sorted by position size

Redwood Grove Capital, LLC 3Y 4.67% WEITZ INVESTMENT MANAGEMENT, INC. 3Y 7Y 4.13% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 3.47% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.28% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 3.04% Medina Value Partners, LLC 3Y 2.63% NUANCE INVESTMENTS, LLC 3Y 7Y 2.3% HARVEY INVESTMENT CO LLC 3Y 7Y 2.09% Maren Capital LLC 2.06% Impax Asset Management Group plc 3Y 7Y 1.9%
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