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Disclosery

IBEX WEALTH ADVISORS: MSFT position timeline

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

IBEX WEALTH ADVISORS held 73,165 MSFT 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 73,165 shares
    Change vs previous 13F +725 shares

    2.14% of the 13F portfolio, value $27,291,878.

    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 72,440 shares
    Change vs previous 13F -8,759 shares

    2.5% of the 13F portfolio, value $26,815,137.

    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 81,199 shares
    Change vs previous 13F +11,313 shares

    3.85% of the 13F portfolio, value $39,269,528.

    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 69,886 shares
    Change vs previous 13F +466 shares

    3.47% of the 13F portfolio, value $36,197,519.

    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 69,420 shares
    Change vs previous 13F +909 shares

    3.68% of the 13F portfolio, value $34,529,843.

    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 68,511 shares
    Change vs previous 13F -8,453 shares

    3.4% of the 13F portfolio, value $25,718,105.

    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 76,964 shares
    Change vs previous 13F +67,312 shares

    3.82% of the 13F portfolio, value $32,440,473.

    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 9,652 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,916,834.

    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).