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Disclosery

Ensemble Capital Management, LLC: IEX position timeline

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

Ensemble Capital Management, LLC held 215,157 IEX shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 215,157 shares
    Change vs previous 13F -39,690 shares

    3.91% of the 13F portfolio, value $46,151,177.

    13F-HR 0001941040-24-000498 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 254,847 shares
    Change vs previous 13F +86,144 shares

    3.99% of the 13F portfolio, value $51,275,216.

    13F-HR 0001941040-24-000376 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 168,703 shares
    Change vs previous 13F +92,925 shares

    3.45% of the 13F portfolio, value $41,166,906.

    13F-HR 0001941040-24-000250 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 75,778 shares
    Change vs previous 13F +10,650 shares

    1.46% of the 13F portfolio, value $16,452,162.

    13F-HR 0001941040-24-000113 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 65,128 shares
    Change vs previous 13F +1,005 shares

    1.4% of the 13F portfolio, value $13,547,927.

    13F-HR 0001941040-23-000344 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 64,123 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $13,803,117.

    13F-HR 0001941040-23-000208 filed by Ensemble Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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