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Disclosery

SIGNATUREFD, LLC: IEX position timeline

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

SIGNATUREFD, LLC held 770 IEX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 770 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $174,652.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 624 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $118,196.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 555 shares
    Change vs previous 13F -164 shares

    <0.01% of the 13F portfolio, value $98,757.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 719 shares
    Change vs previous 13F -494 shares

    <0.01% of the 13F portfolio, value $117,024.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 1,213 shares
    Change vs previous 13F +640 shares

    <0.01% of the 13F portfolio, value $212,966.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 573 shares
    Change vs previous 13F +92 shares

    <0.01% of the 13F portfolio, value $103,696.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 481 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $100,629.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 474 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $101,673.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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