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Disclosery

IBEX WEALTH ADVISORS: APP position timeline

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

IBEX WEALTH ADVISORS held 45,867 APP 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 45,867 shares
    Change vs previous 13F +134 shares

    1.85% of the 13F portfolio, value $23,632,049.

    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 45,733 shares
    Change vs previous 13F +780 shares

    1.69% of the 13F portfolio, value $18,201,734.

    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 44,953 shares
    Change vs previous 13F -710 shares

    2.97% of the 13F portfolio, value $30,290,243.

    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 45,663 shares
    Change vs previous 13F +658 shares

    3.14% of the 13F portfolio, value $32,810,696.

    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 45,005 shares
    Change vs previous 13F +918 shares

    1.68% of the 13F portfolio, value $15,755,345.

    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 44,087 shares
    Change vs previous 13F +1,824 shares

    1.55% of the 13F portfolio, value $11,681,727.

    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 42,263 shares
    Change vs previous 13F -86,686 shares

    1.61% of the 13F portfolio, value $13,686,023.

    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 128,949 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $30,045,199.

    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).