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Disclosery

IBEX WEALTH ADVISORS: EMBJ position timeline

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

IBEX WEALTH ADVISORS held 89,383 EMBJ 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 89,383 shares
    Change vs previous 13F +6,185 shares

    0.45% of the 13F portfolio, value $5,702,625.

    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 83,198 shares
    Change vs previous 13F +8,759 shares

    0.46% of the 13F portfolio, value $4,936,945.

    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 74,439 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,791,619.

    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).