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Disclosery

Sone Capital Management, LLC: IEX position timeline

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

Sone Capital Management, LLC held 106,321 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 106,321 shares
    Change vs previous 13F -97,503 shares

    1.84% of the 13F portfolio, value $24,129,551.

    13F-HR 0002026215-26-000006 filed by Sone Capital 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 203,824 shares
    Change vs previous 13F +203,824 shares

    3.24% of the 13F portfolio, value $38,634,839.

    13F-HR 0002026215-26-000004 filed by Sone Capital 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 0 shares
    Change vs previous 13F -90,772 shares

    13F-HR 0002026215-26-000002 filed by Sone Capital 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.

  4. period ended2025-09-30
    13F 90,772 shares
    Change vs previous 13F -137,320 shares

    1.24% of the 13F portfolio, value $14,774,051.

    13F-HR 0002026215-25-000008 filed by Sone Capital 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 228,092 shares
    Change vs previous 13F +62,866 shares

    3.7% of the 13F portfolio, value $40,046,112.

    13F-HR 0001970572-25-000007 filed by Sone Capital 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 165,226 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $29,900,949.

    13F-HR 0002026215-25-000003 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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