Lester Murray Antman dba SimplyRich IX — ORIX CORP

Ownership history in Lester Murray Antman dba SimplyRich  ·  23 quarters on record

AI Ownership Summary

Lester Murray Antman dba SimplyRich reported ORIX CORP (IX) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.48% in 2025 Q4. The latest visible filing shows IX at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lester Murray Antman dba SimplyRich's position in ORIX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IX was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IX stock page Lester Murray Antman dba SimplyRich fund profile Lester Murray Antman dba SimplyRich full holdings
How Lester Murray Antman dba SimplyRich held IX — position size vs. price
% of Fund (quarterly)    IX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 63,321 +17,040 +36.8% 0.48% $1.9M 2026-02-14 (Est.) $36.34
2025 Q3 ADDED — — — 46,281 +645 +1.4% 0.33% $1.2M 2025-10-10 $24.41
2025 Q2 ADDED — — — 45,636 +14,188 +45.1% 0.29% $1.0M 2025-07-24 $23.18
2025 Q1 ADDED — — — 31,448 +25,238 +406.4% 0.19% $656K 2025-05-09 $20.11
2024 Q4 REDUCED — — — 6,210 -69 -1.1% 0.19% $659K 2025-01-29 $20.86
2024 Q3 UNCHANGED — — — 6,279 — 0% 0.20% $728K 2024-10-18 $21.51
2024 Q2 UNCHANGED — — — 6,279 — 0% 0.22% $698K 2024-07-26 $22.35
2024 Q1 UNCHANGED — — — 6,279 — 0% 0.22% $692K 2024-05-03 $20.18
2023 Q4 UNCHANGED — — — 6,279 — 0% 0.20% $586K 2024-01-26 $18.25
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IX

As of 2026 Q1 — sorted by position size

Henry James International Management Inc. 3Y 7Y 1.21% Gilman Hill Asset Management, LLC 3Y 7Y 0.92% TRED AVON FAMILY WEALTH, LLC 0.25% NAPLES GLOBAL ADVISORS, LLC 3Y 7Y 0.21% BTC Capital Management, Inc. 3Y 7Y 0.11% Gradient Investments LLC 3Y 7Y 0.07% Versant Capital Management, Inc 3Y 7Y 0.06% Naviter Wealth, LLC 3Y 0.06% Optas, LLC 3Y 0.06% Aaron Wealth Advisors LLC 3Y 0.06%

FAQ About Lester Murray Antman dba SimplyRich and IX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lester Murray Antman dba SimplyRich reported owning IX?

Lester Murray Antman dba SimplyRich reported IX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IX position in Lester Murray Antman dba SimplyRich's portfolio?

The largest reported portfolio weight for IX was 0.48% in 2025 Q4.

What is the latest reported IX position on this page?

The most recent filing on this page is 2025 Q4, when Lester Murray Antman dba SimplyRich reported 63,321 shares, equal to 0.48% of portfolio, with an estimated market value of $1.9M.

What does the chart on this IX ownership page compare?

The chart compares Lester Murray Antman dba SimplyRich's quarterly IX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lester Murray Antman dba SimplyRich time their IX position?

Based on 13F filing dates vs. subsequent IX price moves, Lester Murray Antman dba SimplyRich correctly timed 10 out of 10 reported position changes (100%). The annualised alpha on IX relative to SPY over the holding period was +9.4%.

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