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IBEX WEALTH ADVISORS: GOOGL position timeline

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

IBEX WEALTH ADVISORS held 66,915 GOOGL 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 66,915 shares
    Change vs previous 13F +796 shares

    1.87% of the 13F portfolio, value $23,913,409.

    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 66,119 shares
    Change vs previous 13F +2,727 shares

    1.77% of the 13F portfolio, value $19,013,241.

    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 63,392 shares
    Change vs previous 13F +4,964 shares

    1.94% of the 13F portfolio, value $19,841,581.

    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 58,428 shares
    Change vs previous 13F +469 shares

    1.36% of the 13F portfolio, value $14,203,899.

    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 57,959 shares
    Change vs previous 13F -9,664 shares

    1.09% of the 13F portfolio, value $10,214,038.

    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 67,623 shares
    Change vs previous 13F +2,973 shares

    1.38% of the 13F portfolio, value $10,457,143.

    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 64,650 shares
    Change vs previous 13F +64,650 shares

    1.44% of the 13F portfolio, value $12,238,264.

    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).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001686242-24-000005 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).

    Exited: the 13F for this period no longer lists the position.