Position in IX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$300,972
+$62,342 QoQ
Shares Held
7,912
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#170
of 315 holders
Holding Since
Dec 2025
3 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, 2026Abacus Wealth Partners, LLC holds $300,972 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
|
7,912 | $300,972 |
All Filings in IX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,972 | 7,912 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $238,630 | 7,957 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $232,503 | 7,957 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||