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Disclosery

IBEX WEALTH ADVISORS: BNY position timeline

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

IBEX WEALTH ADVISORS held 64,931 BNY 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 64,931 shares
    Change vs previous 13F +5,927 shares

    0.74% of the 13F portfolio, value $9,389,722.

    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 59,004 shares
    Change vs previous 13F +1,192 shares

    0.65% of the 13F portfolio, value $6,999,627.

    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 57,812 shares
    Change vs previous 13F +2,860 shares

    0.66% of the 13F portfolio, value $6,711,388.

    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 54,952 shares
    Change vs previous 13F +4,892 shares

    0.57% of the 13F portfolio, value $5,987,615.

    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 50,060 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,560,935.

    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).