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Equibles

Lester Murray Antman dba SimplyRich

Position in IX — Orix Corp

CIK 1725888 CARLSBAD, CA
Back to IX Full portfolio

Position in IX

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$2,527,719
+$631,332 QoQ
Shares Held
66,449
+5.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#58
of 319 holders
Holding Since
Jun 2020
25 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, 2026

Lester Murray Antman dba SimplyRich holds $2,527,719 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 		66,449 $2,527,719

All Filings in IX

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,527,719 66,449
2026-03-31 $1,896,387 63,234
2025-12-31 $1,850,239 63,321
2025-09-30 $1,208,859 46,281
2025-06-30 $1,027,722 45,636
2025-03-31 $656,948 31,448
2024-12-31 $659,688 6,210
2024-09-30 $728,677 6,279
2024-06-30 $698,852 6,279
2024-03-31 $691,945 6,279
2023-12-31 $586,395 6,279
2023-09-30 $589,472 6,279
2023-06-30 $572,707 6,279
2023-03-31 $515,380 6,279
2022-12-31 $505,585 6,279
2022-09-30 $464,443 6,572
2022-06-30 $553,099 6,572
2022-03-31 $656,214 6,572
2021-12-31 $690,068 6,780
2021-09-30 $640,845 6,780
2021-06-30 $573,994 6,780
2021-03-31 $574,876 6,780
2020-12-31 $508,212 6,572
2020-09-30 $457,636 7,314
2020-06-30 $358,450 5,819