Position in IX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$290,853
New position
Shares Held
7,646
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#175
of 315 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026SmartHarvest Portfolios, LLC holds $544,486 across 2 Financial Conglomerates names. IX ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
7,646 | $290,853 | |
| 2 | FRHC |
Freedom Holding Corp.
|
1,944 | $253,633 |
All Filings in IX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,853 | 7,646 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||