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Disclosery

IBEX WEALTH ADVISORS: HST position timeline

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

IBEX WEALTH ADVISORS held 423,564 HST 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 423,564 shares
    Change vs previous 13F +12,946 shares

    0.79% of the 13F portfolio, value $10,042,708.

    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 410,618 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $7,867,433.

    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).