Position in IX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,390
+$1,352 QoQ
Shares Held
168
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 317 holders
Holding Since
Jun 2023
12 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, 2026CVA Family Office, LLC holds $21,214 across 3 Financial Conglomerates names. IX ranks #2 (30.1% of the industry book) .
All Filings in IX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,390 | 168 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,038 | 168 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,908 | 168 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,388 | 168 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,783 | 168 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,551 | 170 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,611 | 34 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $3,945 | 34 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,784 | 34 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,746 | 34 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,175 | 34 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,094 | 12 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||