Position in IX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$69,270
-$12,302 QoQ
Shares Held
1,821
-33.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 317 holders
Holding Since
Mar 2026
2 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, 2026Horizon Investments, LLC holds $3,899,964 across 3 Financial Conglomerates names. IX ranks #2 (1.8% of the industry book) .
All Filings in IX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,270 | 1,821 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $81,572 | 2,720 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||