Position in IX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$148,127
+$40,074 QoQ
Shares Held
3,894
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 315 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $398,746 across 6 Financial Conglomerates names. IX ranks #2 (37.1% of the industry book) .
All Filings in IX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,127 | 3,894 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $108,053 | 3,603 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $93,854 | 3,212 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $53,598 | 2,052 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $44,927 | 1,995 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $32,651 | 1,563 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $49,609 | 467 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $53,963 | 465 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $51,309 | 461 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $31,186 | 283 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $24,841 | 266 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,004 | 32 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $364 | 4 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $328 | 4 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $322 | 4 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||