Position in IX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,601
+$3,217 QoQ
Shares Held
489
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#231
of 315 holders
Holding Since
Jun 2021
14 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, 2026HARBOUR INVESTMENTS, INC. holds $31,280 across 4 Financial Conglomerates names. IX ranks #1 (59.5% of the industry book) .
All Filings in IX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,601 | 489 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,384 | 513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,090 | 140 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,656 | 140 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,126 | 50 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,044 | 50 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,062 | 10 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,160 | 10 | Shares | Sole | 2024-11-04 | |
| 2022-12-31 | $885 | 11 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $777 | 11 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $925 | 11 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,119 | 11 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $8,317 | 88 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,656 | 55 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||