Position in IX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$890,852
+$121,811 QoQ
Shares Held
29,705
+12.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026Kathmere Capital Management, LLC holds $890,852 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
|
29,705 | $890,852 |
All Filings in IX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $890,852 | 29,705 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $769,041 | 26,319 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $660,862 | 25,301 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $468,573 | 20,807 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $561,000 | 26,855 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $531,150 | 5,000 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $606,361 | 5,225 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $532,014 | 4,780 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $467,688 | 4,244 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $384,580 | 4,118 | Shares | Sole | 2024-04-16 | |
| 2023-09-30 | $368,291 | 3,923 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $239,426 | 2,625 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $218,579 | 2,663 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||