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Disclosery

IBEX WEALTH ADVISORS: KIM position timeline

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

IBEX WEALTH ADVISORS held 422,853 KIM 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 422,853 shares
    Change vs previous 13F +19,255 shares

    0.84% of the 13F portfolio, value $10,719,308.

    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 403,598 shares
    Change vs previous 13F +61,048 shares

    0.84% of the 13F portfolio, value $9,068,837.

    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 342,550 shares
    Change vs previous 13F +114,916 shares

    0.68% of the 13F portfolio, value $6,943,480.

    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 227,634 shares
    Change vs previous 13F +214,113 shares

    0.48% of the 13F portfolio, value $4,973,795.

    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 13,521 shares
    Change vs previous 13F +408 shares

    0.03% of the 13F portfolio, value $284,211.

    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 13,113 shares
    Change vs previous 13F +1,236 shares

    0.04% of the 13F portfolio, value $278,519.

    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 11,877 shares
    Change vs previous 13F -205 shares

    0.03% of the 13F portfolio, value $278,279.

    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 12,082 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $10,703,996.

    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).