Position in IX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,146
+$878 QoQ
Shares Held
109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 311 holders
Holding Since
Dec 2025
3 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, 2026JNBA Financial Advisors holds $12,571 across 2 Financial Conglomerates names. IX ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMS |
Teamshares Inc
|
1,025 | $8,425 | |
| 2 | IX |
Orix Corp
This page
|
109 | $4,146 |
All Filings in IX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,146 | 109 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,268 | 109 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,184 | 109 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||