ORIX Corporation shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of ORIX Corporation (IX) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in ORIX Corporation
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Quarterly reported holdings in ORIX Corporation by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $142k | 5.6k | 25.44 |
| 2025-06-30 | $140k | 6.4k | 21.94 |
| 2025-03-31 | $17k | 894 | 19.50 |
| 2024-12-31 | $21k | 198 | 106.20 |
| 2024-09-30 | $70k | 607 | 116.05 |
| 2024-06-30 | $61k | 508 | 120.94 |
| 2024-03-31 | $29k | 313 | 93.39 |
| 2023-12-31 | $29k | 313 | 93.39 |
| 2023-09-30 | $24k | 251 | 94.00 |
| 2023-06-30 | $21k | 228 | 91.21 |
| 2023-03-31 | $15k | 180 | 82.08 |
| 2022-12-31 | $12k | 154 | 80.52 |
| 2022-09-30 | $23k | 279 | 83.33 |
| 2022-06-30 | $19k | 228 | 82.71 |
| 2022-03-31 | $22k | 228 | 94.74 |
| 2021-12-31 | $24k | 228 | 105.26 |
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