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Disclosery

SMA Capital LLC: IEX position timeline

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

SMA Capital LLC held 52,000 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 52,000 shares
    Change vs previous 13F +9,671 shares

    4.96% of the 13F portfolio, value $11,801,400.

    13F-HR 0002075338-26-000006 filed by SMA Capital 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 42,329 shares
    Change vs previous 13F +34,329 shares

    3.46% of the 13F portfolio, value $8,023,462.

    13F-HR 0002075338-26-000005 filed by SMA Capital 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 8,000 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,423,520.

    13F-HR 0002075338-26-000003 filed by SMA Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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