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NEOS Investment Management LLC: IEX position timeline

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

NEOS Investment Management LLC held 11,600 IEX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,600 shares
    Change vs previous 13F +1,385 shares

    0.01% of the 13F portfolio, value $2,632,620.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 ended2026-03-31
    13F 10,215 shares
    Change vs previous 13F +8,860 shares

    0.01% of the 13F portfolio, value $1,936,253.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 ended2025-12-31
    13F 1,355 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $241,108.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 ended2025-09-30
    13F 1,340 shares
    Change vs previous 13F +1,340 shares

    <0.01% of the 13F portfolio, value $218,098.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -965 shares

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 965 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $201,965.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 972 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,494.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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