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Disclosery

IBEX WEALTH ADVISORS: IVZ position timeline

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

IBEX WEALTH ADVISORS held 279,655 IVZ 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 279,655 shares
    Change vs previous 13F +8,074 shares

    0.58% of the 13F portfolio, value $7,380,088.

    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 271,581 shares
    Change vs previous 13F +254,943 shares

    0.61% of the 13F portfolio, value $6,596,682.

    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 16,638 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $437,082.

    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).