ELEVATION WEALTH PARTNERS, LLC

Position in IX — Orix Corp

CIK 1976256 WALNUT CREEK, CA

Position in IX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$22,976

+$12,177 QoQ

Shares Held

604

+23.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#227

of 315 holders

Holding Since

Mar 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $29,802 across 3 Financial Conglomerates names. IX ranks #1 (77.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp This page	604	$22,976
2	VOYA	Voya Financial, Inc.	61	$5,522
3	FRHC	Freedom Holding Corp.	10	$1,304

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,976	604	+516.3%	Shares	Sole	2026-07-08
2024-03-31	$10,799	98	—	Shares	Sole	2024-04-19
No filing history on record for this holder in this stock.