Position in IX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,002,734
+$223,384 QoQ
Shares Held
26,360
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 317 holders
Holding Since
Mar 2022
17 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, 2026Sequoia Financial Advisors, LLC holds $1,893,752 across 3 Financial Conglomerates names. IX ranks #1 (52.9% of the industry book) .
All Filings in IX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,734 | 26,360 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $779,350 | 25,987 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $740,142 | 25,330 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $646,887 | 24,766 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $437,968 | 19,448 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $428,349 | 20,505 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $481,859 | 4,536 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $494,721 | 4,263 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $495,396 | 4,451 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $469,452 | 4,260 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $401,110 | 4,295 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $379,744 | 4,045 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $370,951 | 4,067 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $325,200 | 3,962 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $306,378 | 3,805 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $206,276 | 2,451 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $207,987 | 2,083 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||