Position in IX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,001,593
+$226,112 QoQ
Shares Held
26,330
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#100
of 319 holders
Holding Since
Jun 2024
9 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, 2026CHOREO, LLC holds $1,249,645 across 2 Financial Conglomerates names. IX ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
26,330 | $1,001,593 | |
| 2 | VOYA |
Voya Financial, Inc.
|
2,740 | $248,052 |
All Filings in IX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,001,593 | 26,330 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $775,481 | 25,858 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $720,331 | 24,652 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $521,198 | 19,954 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $390,924 | 17,359 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $335,994 | 16,084 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $311,997 | 2,937 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $395,266 | 3,406 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $315,090 | 2,831 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||