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CONGRUENCE CAPITAL, LLC: IEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONGRUENCE CAPITAL, LLC on IEX, newest first. How the timeline and the estimate are built.

CONGRUENCE CAPITAL, LLC held 121,261 IEX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,261 shares
    Change vs previous 13F +44,029 shares

    7.19% of the 13F portfolio, value $27,520,184.

    13F-HR 0001172661-26-003366 filed by CONGRUENCE CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,232 shares
    Change vs previous 13F -18,734 shares

    4.91% of the 13F portfolio, value $14,639,326.

    13F-HR 0001172661-26-001971 filed by CONGRUENCE CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,966 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $17,076,190.

    13F-HR 0001172661-26-000756 filed by CONGRUENCE CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).