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Disclosery

IBEX WEALTH ADVISORS: EFAV position timeline

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

IBEX WEALTH ADVISORS held 14,166 EFAV 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 14,166 shares
    Change vs previous 13F -172 shares

    0.1% of the 13F portfolio, value $1,242,456.

    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 14,338 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,310,078.

    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 14,338 shares
    Change vs previous 13F +914 shares

    0.12% of the 13F portfolio, value $1,236,668.

    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 13,424 shares
    Change vs previous 13F -281 shares

    0.11% of the 13F portfolio, value $1,138,800.

    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 13,705 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,152,066.

    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).