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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

IEX holding history

Idex Corp in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IEX overviewAll 13F holders of IEXFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2021
Holdings of IEX by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−879−100.0%Sold outHolders
Q1 2023879$203.1K<0.1%−12−1.3%ReducedHolders
Q4 2022891$203.4K<0.1%+891NewHolders
Q2 20220$00.0%−1,071−100.0%Sold outHolders
Q1 20221,071$205.0K<0.1%+1,071NewHolders
Q4 20210$00.0%−975−100.0%Sold outHolders
Q3 2021975$202.0K<0.1%−101−9.4%ReducedHolders
Q2 20211,076$237.0K<0.1%+1,076NewHolders