Position in IX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,141
+$242 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 320 holders
Holding Since
Sep 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, 2026Cornerstone Planning Group LLC holds $2,525 across 3 Financial Conglomerates names. IX ranks #1 (45.2% 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 | $1,141 | 30 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $899 | 30 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $876 | 30 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $156 | 6 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $675 | 30 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $626 | 30 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $637 | 6 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $348 | 3 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $333 | 3 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $330 | 3 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $280 | 3 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $281 | 3 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||