Position in IX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,999,297
+$879,198 QoQ
Shares Held
105,134
+1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#43
of 319 holders
Holding Since
Dec 2024
7 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, 2026Callan Family Office, LLC holds $4,311,172 across 2 Financial Conglomerates names. IX ranks #1 (92.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
105,134 | $3,999,297 | |
| 2 | VOYA |
Voya Financial, Inc.
|
3,445 | $311,875 |
All Filings in IX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,999,297 | 105,134 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,120,099 | 104,038 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,000,981 | 102,703 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,343,116 | 51,421 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,492,738 | 66,285 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $603,407 | 28,885 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $880,328 | 8,287 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||