Position in IX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,257,450
+$237,761 QoQ
Shares Held
33,056
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#11
of 94 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $1,257,450 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
|
33,056 | $1,257,450 |
All Filings in IX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257,450 | 33,056 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,019,689 | 34,001 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $687,721 | 23,536 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $558,523 | 21,383 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $584,844 | 25,970 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $460,770 | 22,057 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $444,891 | 4,188 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $455,960 | 3,929 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $407,358 | 3,660 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $383,496 | 3,480 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $231,140 | 2,475 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $220,242 | 2,346 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||