Position in IX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,038,606
+$294,135 QoQ
Shares Held
27,303
+10.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#96
of 319 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Investment Research Partners LLC holds $1,038,606 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
|
27,303 | $1,038,606 |
All Filings in IX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,038,606 | 27,303 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $744,471 | 24,824 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $689,825 | 23,608 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $617,894 | 23,656 | Shares | Sole | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||