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Disclosery

MARSHALL WACE, LLP: IEX position timeline

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

MARSHALL WACE, LLP held 13,145 IEX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,145 shares
    Change vs previous 13F -23,062 shares

    <0.01% of the 13F portfolio, value $2,983,258.

    13F-HR 0001318757-26-000010 filed by MARSHALL WACE, LLP
    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 36,207 shares
    Change vs previous 13F -119,037 shares

    0.01% of the 13F portfolio, value $6,863,037.

    13F-HR 0001318757-26-000005 filed by MARSHALL WACE, LLP
    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 155,244 shares
    Change vs previous 13F +111,618 shares

    0.03% of the 13F portfolio, value $27,624,117.

    13F-HR 0001318757-26-000003 filed by MARSHALL WACE, LLP
    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 43,626 shares
    Change vs previous 13F +17,174 shares

    0.01% of the 13F portfolio, value $7,100,567.

    13F-HR 0001318757-25-000046 filed by MARSHALL WACE, LLP
    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 26,452 shares
    Change vs previous 13F -372,608 shares

    0.01% of the 13F portfolio, value $4,644,179.

    13F-HR 0001318757-25-000034 filed by MARSHALL WACE, LLP
    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 399,060 shares
    Change vs previous 13F +40,901 shares

    0.1% of the 13F portfolio, value $72,217,888.

    13F-HR 0001318757-25-000023 filed by MARSHALL WACE, LLP
    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 358,159 shares
    Change vs previous 13F -61,909 shares

    0.09% of the 13F portfolio, value $74,959,097.

    13F-HR 0002048047-25-000005 filed by MARSHALL WACE, LLP
    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 420,068 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $90,104,591.

    13F-HR 0001318757-24-000018 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

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