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Laurel Wealth Planning LLC

SEC CIK
0001842010
Latest filing
Jul 30, 2026

IX holding history

Orix Corp in every 13F filed by Laurel Wealth Planning 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 (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2021
Holdings of IX by Laurel Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−14−100.0%Sold outHolders
Q2 202214$1.00K<0.1%00.0%UnchangedHolders
Q1 202214$1.00K<0.1%00.0%UnchangedHolders
Q4 202114$1.00K<0.1%00.0%UnchangedHolders
Q3 202114$1.00K<0.1%+14NewHolders