Position in IX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$610,542
+$40,732 QoQ
Shares Held
16,050
-15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#121
of 317 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $1,424,007 across 3 Financial Conglomerates names. IX ranks #1 (42.9% of the industry book) .
All Filings in IX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,542 | 16,050 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $569,810 | 19,000 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $481,954 | 16,494 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $392,792 | 15,038 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $246,211 | 10,933 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||