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Disclosery

IBEX WEALTH ADVISORS: IEF position timeline

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

IBEX WEALTH ADVISORS held 16,036 IEF 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 16,036 shares
    Change vs previous 13F -468 shares

    0.12% of the 13F portfolio, value $1,516,527.

    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 16,504 shares
    Change vs previous 13F -892 shares

    0.15% of the 13F portfolio, value $1,575,143.

    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 17,396 shares
    Change vs previous 13F -156 shares

    0.16% of the 13F portfolio, value $1,672,799.

    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 17,552 shares
    Change vs previous 13F -948 shares

    0.16% of the 13F portfolio, value $1,693,063.

    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 18,500 shares
    Change vs previous 13F -21 shares

    0.19% of the 13F portfolio, value $1,771,748.

    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 18,521 shares
    Change vs previous 13F +143 shares

    0.23% of the 13F portfolio, value $1,766,353.

    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 18,378 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,699,054.

    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).