Position in IX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$379,639
+$80,339 QoQ
Shares Held
9,980
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#156
of 317 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $505,042 across 5 Financial Conglomerates names. IX ranks #1 (75.2% of the industry book) .
All Filings in IX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,639 | 9,980 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $299,300 | 9,980 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $269,466 | 9,222 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $221,079 | 8,464 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $151,874 | 6,744 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $154,042 | 7,374 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $135,337 | 1,274 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $38,644 | 333 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,904 | 80 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $1,432 | 13 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $1,214 | 13 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||