Position in IX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,561,190
+$764,113 QoQ
Shares Held
93,617
+0.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#7
of 94 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $3,561,190 across 1 Financial Conglomerates name. IX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
93,617 | $3,561,190 |
All Filings in IX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,561,190 | 93,617 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,797,077 | 93,267 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,725,115 | 93,262 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,436,081 | 93,265 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,080,059 | 92,365 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,913,544 | 91,601 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,903,641 | 17,920 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,078,803 | 17,913 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,993,716 | 17,913 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,974,012 | 17,913 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,689,238 | 18,088 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,667,121 | 17,758 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,656,191 | 18,158 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,523,651 | 18,563 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,555,082 | 19,313 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $1,378,983 | 19,513 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,618,817 | 19,235 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,930,599 | 19,335 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,973,005 | 19,385 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,832,270 | 19,385 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,653,833 | 19,535 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,656,372 | 19,535 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,526,107 | 19,735 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,288,003 | 20,585 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,337,336 | 21,710 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,336,251 | 22,610 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||