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Disclosery

IBEX WEALTH ADVISORS: EFA position timeline

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

IBEX WEALTH ADVISORS held 53,643 EFA 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 53,643 shares
    Change vs previous 13F +688 shares

    0.44% of the 13F portfolio, value $5,572,437.

    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 52,955 shares
    Change vs previous 13F +1,341 shares

    0.48% of the 13F portfolio, value $5,143,525.

    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 51,614 shares
    Change vs previous 13F +649 shares

    0.49% of the 13F portfolio, value $4,956,493.

    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 50,965 shares
    Change vs previous 13F -121 shares

    0.46% of the 13F portfolio, value $4,758,633.

    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 51,086 shares
    Change vs previous 13F -53,950 shares

    0.49% of the 13F portfolio, value $4,566,605.

    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 105,036 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $8,584,596.

    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).