Position in IX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,117,272
+$313,031 QoQ
Shares Held
29,371
+9.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#90
of 319 holders
Holding Since
Sep 2025
4 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, 2026Dynasty Wealth Management, LLC holds $1,117,272 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
|
29,371 | $1,117,272 |
All Filings in IX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,117,272 | 29,371 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $804,241 | 26,817 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $781,664 | 26,751 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $614,917 | 23,542 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||