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Rafferty Asset Management, LLC: IEX position timeline

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

Rafferty Asset Management, LLC held 7,159 IEX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,159 shares
    Change vs previous 13F +2,284 shares

    <0.01% of the 13F portfolio, value $1,624,735.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset 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 4,875 shares
    Change vs previous 13F -1,792 shares

    <0.01% of the 13F portfolio, value $924,056.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset 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 6,667 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $1,186,326.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset 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 6,774 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $1,102,536.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset 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 ended2025-06-30
    13F 6,819 shares
    Change vs previous 13F +1,163 shares

    <0.01% of the 13F portfolio, value $1,197,212.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset 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 ended2025-03-31
    13F 5,656 shares
    Change vs previous 13F -1,414 shares

    <0.01% of the 13F portfolio, value $1,023,566.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset 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 ended2024-12-31
    13F 7,070 shares
    Change vs previous 13F +722 shares

    0.01% of the 13F portfolio, value $1,479,680.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    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 6,348 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,361,646.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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