Skip to main content
Equibles

CWM, LLC

Position in IX — Orix Corp

CIK 1535847 OMAHA, NE
Back to IX Full portfolio

Position in IX

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$1,728,353
-$360,672 QoQ
Shares Held
57,631
-19.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026

CWM, LLC holds $3,237,705 across 4 Financial Conglomerates names. IX ranks #1 (53.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IX
Orix Corp
This page 		57,631 $1,728,353
2 HTH
Hilltop Holdings Inc.
 31,031 $1,111,530
3 VOYA
Voya Financial, Inc.
 5,490 $375,076
4 FRHC
Freedom Holding Corp.
 157 $22,746

All Filings in IX

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,728,353 57,631
2025-12-31 $2,089,025 71,493
2025-09-30 $2,453,007 93,913
2025-06-30 $953,001 42,318
2025-03-31 $82,578 3,953
2024-12-31 $93,907 884
2024-09-30 $108,738 937
2024-06-30 $106,402 956
2024-03-31 $95,102 863
2023-12-31 $75,832 812
2023-09-30 $66,936 713
2023-06-30 $58,374 640
2023-03-31 $52,777 643
2022-12-31 $39,374 489
2022-09-30 $22,119 313
2022-06-30 $20,030 238
2022-03-31 $40,339 404
2021-12-31 $24,427 240
2021-06-30 $6,010 71
2021-03-31 $6,020 71
2020-12-31 $5,490 71
2020-09-30 $4,442 71
2020-06-30 $4,373 71
2020-03-31 $4,196 71