Skip to main content

Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

IEX holding history

Idex Corp in every 13F filed by Rise 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2022
Holdings of IEX by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−4−100.0%Sold outHolders
Q3 20254$651<0.1%00.0%UnchangedHolders
Q2 20254$702<0.1%00.0%UnchangedHolders
Q1 20254$724<0.1%+4NewHolders
Q1 20230$00.0%−10−100.0%Sold outHolders
Q4 202210$2.28K<0.1%+10NewHolders