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Disclosery

IBEX WEALTH ADVISORS: CME position timeline

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

IBEX WEALTH ADVISORS held 35,709 CME 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 35,709 shares
    Change vs previous 13F +968 shares

    0.62% of the 13F portfolio, value $7,885,583.

    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 34,741 shares
    Change vs previous 13F +2,247 shares

    0.96% of the 13F portfolio, value $10,260,815.

    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 32,494 shares
    Change vs previous 13F -672 shares

    0.87% of the 13F portfolio, value $8,873,384.

    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 33,166 shares
    Change vs previous 13F -2,362 shares

    0.86% of the 13F portfolio, value $8,961,095.

    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 35,528 shares
    Change vs previous 13F +13,196 shares

    1.04% of the 13F portfolio, value $9,792,254.

    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 22,332 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $5,924,473.

    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).