Position in IX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,946
+$17,977 QoQ
Shares Held
1,313
+23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 317 holders
Holding Since
Jun 2024
6 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, 2026Larson Financial Group LLC holds $122,097 across 5 Financial Conglomerates names. IX ranks #1 (40.9% of the industry book) .
All Filings in IX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,946 | 1,313 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $31,969 | 1,066 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,184 | 725 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,153 | 427 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,219 | 365 | Shares | Sole | 2025-08-08 | |
| 2024-06-30 | $1,892 | 17 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||