Position in IX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,887,821
+$6,704,884 QoQ
Shares Held
654,254
+7.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026JONES FINANCIAL COMPANIES LLLP holds $28,729,752 across 5 Financial Conglomerates names. IX ranks #1 (86.6% of the industry book) .
All Filings in IX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,887,821 | 654,254 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,182,937 | 606,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,402 | 664 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,533 | 633 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,476 | 554 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,383 | 880 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $7,223 | 68 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,856 | 16 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $2,093 | 19 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,774 | 19 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||