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Colony Group, LLC

SEC CIK
0001542153
Latest filing
Aug 12, 2026

IX holding history

Orix Corp in every 13F filed by Colony Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IX overviewAll 13F holders of IXFull Q2 2026 holdings

Shares (Q2 2026)
37,940
Value
$1.44M
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of IX by Colony Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,940$1.44M<0.1%+3,357+9.7%AddedHolders
Q1 202634,583$1.05M<0.1%+5,417+18.6%AddedHolders
Q4 202529,166$852.2K<0.1%+21,191+265.7%AddedHolders
Q3 20257,975$208.3K<0.1%−2,203−21.6%ReducedHolders
Q2 202510,178$229.2K<0.1%+10,178NewHolders