Position in IX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,141
+$542 QoQ
Shares Held
30
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 317 holders
Holding Since
Sep 2023
7 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, 2026Bogart Wealth, LLC holds $2,770 across 2 Financial Conglomerates names. IX ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
18 | $1,629 | |
| 2 | IX |
Orix Corp
This page
|
30 | $1,141 |
All Filings in IX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141 | 30 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $599 | 20 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $584 | 20 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,134 | 120 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,702 | 120 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,253 | 60 | Shares | Sole | 2025-05-02 | |
| 2023-09-30 | $375 | 4 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||