Position in IX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,660
+$2,847 QoQ
Shares Held
622
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#226
of 315 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $244,761 across 3 Financial Conglomerates names. IX ranks #2 (9.7% of the industry book) .
All Filings in IX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,660 | 622 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $20,813 | 694 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $12,184 | 417 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $12,720 | 487 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,303 | 946 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $62 | 3 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $19,015 | 179 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,160 | 10 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,113 | 10 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $8,926 | 81 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $933 | 10 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,257 | 56 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $912 | 10 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,723 | 21 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $322 | 4 | Shares | Defined | 2023-02-21 | |
| 2022-06-30 | $1,430 | 17 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $1,497 | 15 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $12,315 | 121 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $14,178 | 150 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,699 | 150 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $12,718 | 150 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,439 | 135 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,446 | 135 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,316 | 135 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,569 | 145 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||