Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,277,903
+$251,872 QoQ
Shares Held
42,611
+21.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 60%
Shared 18%
None 22%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $4,369,492 across 4 Financial Conglomerates names. IX ranks #2 (29.2% of the industry book) .
All Filings in IX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,277,903 | 42,611 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,026,031 | 35,114 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $907,591 | 34,747 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $710,887 | 31,567 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $437,101 | 20,924 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $476,334 | 4,484 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $763,028 | 6,575 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $513,649 | 4,615 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $459,423 | 4,169 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $385,420 | 4,127 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $392,793 | 4,184 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $312,759 | 3,429 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $281,124 | 3,425 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||