IBEX WEALTH ADVISORS: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IBEX WEALTH ADVISORS on APH, newest first. How the timeline and the estimate are built.
IBEX WEALTH ADVISORS held 64,062 APH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 64,062 sharesChange vs previous 13F +2,648 shares
0.89% of the 13F portfolio, value $11,295,402.
13F-HR 0001686242-26-000003 filed by IBEX WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 61,414 sharesChange vs previous 13F +61,414 shares
0.72% of the 13F portfolio, value $7,759,681.
13F-HR 0001686242-26-000002 filed by IBEX WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,870 shares
13F-HR 0001686242-26-000001 filed by IBEX WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,870 sharesChange vs previous 13F +1,870 shares
0.02% of the 13F portfolio, value $231,365.
13F-HR 0001686242-25-000007 filed by IBEX WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -4,855 shares
13F-HR 0001686242-25-000002 filed by IBEX WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 4,855 sharesChange vs previous 13F +4,855 shares
0.04% of the 13F portfolio, value $337,203.
13F-HR 0001686242-25-000001 filed by IBEX WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001686242-24-000005 filed by IBEX WEALTH ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.