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Disclosery

IBEX WEALTH ADVISORS: IYW position timeline

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

IBEX WEALTH ADVISORS held 6,234 IYW 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 6,234 shares
    Change vs previous 13F -4,801 shares

    0.12% of the 13F portfolio, value $1,572,402.

    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 11,035 shares
    Change vs previous 13F -375 shares

    0.19% of the 13F portfolio, value $2,002,003.

    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 11,410 shares
    Change vs previous 13F +4,178 shares

    0.22% of the 13F portfolio, value $2,278,421.

    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 7,232 shares
    Change vs previous 13F +550 shares

    0.14% of the 13F portfolio, value $1,416,409.

    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 6,682 shares
    Change vs previous 13F -6,083 shares

    0.12% of the 13F portfolio, value $1,157,731.

    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 12,765 shares
    Change vs previous 13F -436 shares

    0.24% of the 13F portfolio, value $1,792,649.

    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 13,201 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,105,764.

    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).