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Tevis Investment Management: IEX position timeline

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

Tevis Investment Management held 6,020 IEX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,020 shares
    Change vs previous 13F -122 shares

    0.75% of the 13F portfolio, value $1,366,239.

    13F-HR 0001986152-26-000104 filed by Tevis Investment Management
    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 6,142 shares
    Change vs previous 13F +2,223 shares

    0.66% of the 13F portfolio, value $1,164,216.

    13F-HR 0001986152-26-000056 filed by Tevis Investment Management
    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 3,919 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $637,856.

    13F-HR 0001986152-26-000001 filed by Tevis Investment Management
    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 3,919 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $637,856.

    13F-HR 0001986152-25-000111 filed by Tevis Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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