Integrated Wealth Concepts LLC

Position in IX — Orix Corp

CIK 1737109 WALTHAM, MA

Position in IX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$136,221

New position

Shares Held

3,581

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#203

of 315 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $383,021 across 6 Financial Conglomerates names. IX ranks #1 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp This page	3,581	$136,221
2	HTH	Hilltop Holdings Inc.	2,278	$88,340
3	VOYA	Voya Financial, Inc.	930	$84,192
4	TREE	LendingTree, Inc.	955	$42,296
5	RILY	BRC Group Holdings, Inc.	2,500	$20,100
6	FRHC	Freedom Holding Corp.	91	$11,872

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$136,221	3,581	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.