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TOBAM: IEX position timeline

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

TOBAM held 882 IEX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 882 shares
    Change vs previous 13F +882 shares

    0.05% of the 13F portfolio, value $200,000.

    13F-HR 0001527488-26-000009 filed by TOBAM
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -110 shares

    13F-HR 0001527488-25-000006 filed by TOBAM
    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.

  3. period ended2025-03-31
    13F 110 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $20,000.

    13F-HR 0001527488-25-000003 filed by TOBAM
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 103 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $22,000.

    13F-HR 0001527488-25-000002 filed by TOBAM
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 70 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,000.

    13F-HR 0001527488-24-000020 filed by TOBAM
    Filed (acceptance time not in the bulk data set), ingested

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