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Disclosery

IBEX WEALTH ADVISORS: BBN position timeline

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

IBEX WEALTH ADVISORS held 22,502 BBN 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 22,502 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $363,854.

    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 22,489 shares
    Change vs previous 13F +130 shares

    0.03% of the 13F portfolio, value $363,649.

    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 22,359 shares
    Change vs previous 13F -4,948 shares

    0.04% of the 13F portfolio, value $364,891.

    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 27,307 shares
    Change vs previous 13F +132 shares

    0.04% of the 13F portfolio, value $453,293.

    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 27,175 shares
    Change vs previous 13F +37 shares

    0.05% of the 13F portfolio, value $437,785.

    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 27,138 shares
    Change vs previous 13F -2,284 shares

    0.06% of the 13F portfolio, value $452,661.

    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 29,422 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $474,284.

    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).