IDEX Corporation
MX ˙ BMV ˙ US45167R1041
SecurityMX:IEX / IDEX Corporation
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership1,446 shares
Latest Disclosed Value $ 274,173
EverSource Wealth Advisors, LLC reports 4.03% increase in ownership of IEX / IDEX Corporation

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 1,446 shares of IDEX Corporation (MX:IEX) valued at $274,173 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,390 shares of IDEX Corporation. This represents a change in shares of 4.03% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 IDEX CORP COM Stock 45167R104 1,446 56 4.03 274 10.93 0.0013
2026-05-14 2026-03-31 13F IDEX CORP COM Stock 45167R104 6,818 5,428 454 0.0025
2026-02-06 2025-12-31 13F IDEX CORP COM Stock 45167R104 1,390 122 9.62 247 19.90 0.0091
2025-11-10 2025-09-30 13F IDEX CORP COM Stock 45167R104 1,268 225 21.57 206 12.57 0.0082
2025-08-13 2025-06-30 13F IDEX CORP COM Stock 45167R104 1,043 304 41.14 183 37.59 0.0083
2025-05-13 2025-03-31 13F IDEX CORP COM Stock 45167R104 739 149 25.25 134 8.13 0.0073
2025-02-10 2024-12-31 13F IDEX CORP COM Stock 45167R104 590 196 49.75 123 46.43 0.0069
2024-11-08 2024-09-30 13F IDEX CORP COM Stock 45167R104 394 50 14.53 84 18.31 0.0053
2024-08-13 2024-06-30 13F IDEX CORP COM Stock 45167R104 344 57 19.86 72 12.70 0.0048
2024-06-11 2024-03-31 13F/A-1 IDEX CORP COM Stock 45167R104 287 80 38.65 63 40.00 0.0050
2024-05-13 2024-03-31 13F IDEX CORP COM Stock 45167R104 207 0 45 0.0016
2024-02-09 2023-12-31 13F IDEX CORP COM Stock 45167R104 207 0 0.00 45 4.65 0.0041
2023-11-03 2023-09-30 13F IDEX CORP COM Stock 45167R104 207 43 26.22 43 22.86 0.0046
2023-08-04 2023-06-30 13F IDEX CORP COM Stock 45167R104 164 50 43.86 35 34.62 0.0039
2023-05-11 2023-03-31 13F IDEX CORP COM Stock 45167R104 114 54 90.00 26 100.00 0.0033
2023-02-09 2022-12-31 13F IDEX CORP COM Stock 45167R104 60 -5 -7.69 14 0.00 0.0021
2022-11-07 2022-09-30 13F IDEX CORP COM Stock 45167R104 65 -10 -13.33 13 -7.14 0.0030
2022-08-01 2022-06-30 13F IDEX CORP COM Stock 45167R104 75 -16 -17.58 14 -22.22 0.0036
2022-05-25 2022-03-31 13F IDEX CORP COM Stock 45167R104 91 -42 -31.58 18 -41.94 0.0046
2022-02-17 2021-12-31 13F/A-1 IDEX CORP COM Stock 45167R104 133 133 31 0.0087
2022-02-07 2021-12-31 13F IDEX CORP COM Stock 45167R104 133 133 31 0.0087
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.