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Disclosery

IBEX WEALTH ADVISORS: AMGN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IBEX WEALTH ADVISORS on AMGN, newest first. How the timeline and the estimate are built.

IBEX WEALTH ADVISORS held 31,655 AMGN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,655 shares
    Change vs previous 13F -12,079 shares

    0.9% of the 13F portfolio, value $11,462,852.

    13F-HR 0001686242-26-000003 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,734 shares
    Change vs previous 13F +14,837 shares

    1.43% of the 13F portfolio, value $15,387,746.

    13F-HR 0001686242-26-000002 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,897 shares
    Change vs previous 13F +96 shares

    0.93% of the 13F portfolio, value $9,458,159.

    13F-HR 0001686242-26-000001 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,801 shares
    Change vs previous 13F +242 shares

    0.78% of the 13F portfolio, value $8,127,712.

    13F-HR 0001686242-25-000007 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,559 shares
    Change vs previous 13F +724 shares

    0.85% of the 13F portfolio, value $7,973,827.

    13F-HR 0001686242-25-000004 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,835 shares
    Change vs previous 13F +872 shares

    1.15% of the 13F portfolio, value $8,671,874.

    13F-HR 0001686242-25-000002 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,963 shares
    Change vs previous 13F +3,460 shares

    0.83% of the 13F portfolio, value $7,027,495.

    13F-HR 0001686242-25-000001 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,503 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $5,465,917.

    13F-HR 0001686242-24-000005 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).