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Disclosery

Baron Capital: IEX position timeline

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

Baron Capital held 46,717 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 46,717 shares
    Change vs previous 13F -6,059 shares

    0.02% of the 13F portfolio, value $10,602,423.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 52,776 shares
    Change vs previous 13F -18,538 shares

    0.03% of the 13F portfolio, value $10,003,691.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 71,314 shares
    Change vs previous 13F -147,608 shares

    0.03% of the 13F portfolio, value $12,689,613.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 218,922 shares
    Change vs previous 13F -2,069 shares

    0.09% of the 13F portfolio, value $35,631,745.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 220,991 shares
    Change vs previous 13F -2,000 shares

    0.11% of the 13F portfolio, value $38,799,390.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 222,991 shares
    Change vs previous 13F -38,970 shares

    0.12% of the 13F portfolio, value $40,354,681.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 261,961 shares
    Change vs previous 13F -15,000 shares

    0.14% of the 13F portfolio, value $54,825,818.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    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 276,961 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $59,408,134.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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