Position in IX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,662
+$383 QoQ
Shares Held
70
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 315 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, 2026NBC SECURITIES, INC. holds $471,815 across 3 Financial Conglomerates names. IX ranks #3 (0.6% of the industry book) .
All Filings in IX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,662 | 70 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,279 | 76 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,220 | 76 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,985 | 76 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1 | 76 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||