Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,540,136
+$185,994 QoQ
Shares Held
51,355
+10.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $7,737,618 across 4 Financial Conglomerates names. IX ranks #2 (19.9% of the industry book) .
All Filings in IX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,540,136 | 51,355 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,354,142 | 46,343 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $903,569 | 34,593 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $323,634 | 14,371 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||