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Disclosery

IBEX WEALTH ADVISORS: BTZ position timeline

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

IBEX WEALTH ADVISORS held 106,089 BTZ 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 106,089 shares
    Change vs previous 13F -2,551 shares

    0.08% of the 13F portfolio, value $1,084,232.

    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 108,640 shares
    Change vs previous 13F +992 shares

    0.1% of the 13F portfolio, value $1,097,263.

    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 107,648 shares
    Change vs previous 13F -8,455 shares

    0.11% of the 13F portfolio, value $1,165,827.

    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 116,103 shares
    Change vs previous 13F +1,351 shares

    0.12% of the 13F portfolio, value $1,282,935.

    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 114,752 shares
    Change vs previous 13F +1,196 shares

    0.13% of the 13F portfolio, value $1,253,089.

    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 113,556 shares
    Change vs previous 13F -3,691 shares

    0.16% of the 13F portfolio, value $1,217,319.

    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 117,247 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,226,398.

    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).