Position in IX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,036,095
+$280,347 QoQ
Shares Held
27,237
+8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#17
of 94 holders
Holding Since
Jun 2025
5 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, 2026Plan A Wealth LLC holds $1,036,095 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
|
27,237 | $1,036,095 |
All Filings in IX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,036,095 | 27,237 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $755,748 | 25,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $710,571 | 24,318 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $598,722 | 22,922 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $473,910 | 21,044 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||