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Disclosery

Northwest & Ethical Investments L.P.: IEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on IEX, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 918 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 918 shares
    Change vs previous 13F +918 shares

    <0.01% of the 13F portfolio, value $207,431.

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    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 0 shares
    Change vs previous 13F -104,652 shares

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    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.

  3. period ended2025-12-31
    13F/A 104,652 shares
    Change vs previous 13F -8,854 shares

    0.42% of the 13F portfolio, value $18,621,777.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    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 113,506 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $18,474,237.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 113,506 shares
    Change vs previous 13F -2,248 shares

    0.49% of the 13F portfolio, value $19,928,248.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 115,754 shares
    Change vs previous 13F +19,606 shares

    0.57% of the 13F portfolio, value $20,948,001.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 96,148 shares
    Change vs previous 13F -12,759 shares

    0.55% of the 13F portfolio, value $20,122,815.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 108,907 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $23,360,552.

    13F-HR/A 0002033536-24-000003 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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