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TECTONIC ADVISORS LLC: IEX position timeline

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

TECTONIC ADVISORS LLC held 2,752 IEX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,752 shares
    Change vs previous 13F -77 shares

    0.03% of the 13F portfolio, value $624,652.

    13F-HR 0001859918-26-000006 filed by TECTONIC ADVISORS 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 2,829 shares
    Change vs previous 13F +892 shares

    0.03% of the 13F portfolio, value $536,243.

    13F-HR 0001859918-26-000004 filed by TECTONIC ADVISORS 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 1,937 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $344,670.

    13F-HR 0001859918-26-000003 filed by TECTONIC ADVISORS LLC
    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 1,977 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $321,777.

    13F-HR 0001859918-25-000003 filed by TECTONIC ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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