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Disclosery

IBEX WEALTH ADVISORS: NAD position timeline

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

IBEX WEALTH ADVISORS held 118,437 NAD 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 118,437 shares
    Change vs previous 13F -9,246 shares

    0.11% of the 13F portfolio, value $1,435,449.

    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 127,683 shares
    Change vs previous 13F -4,605 shares

    0.14% of the 13F portfolio, value $1,468,369.

    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 132,288 shares
    Change vs previous 13F -4,562 shares

    0.16% of the 13F portfolio, value $1,590,103.

    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 136,850 shares
    Change vs previous 13F -1,573 shares

    0.15% of the 13F portfolio, value $1,599,781.

    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 138,423 shares
    Change vs previous 13F -2,828 shares

    0.17% of the 13F portfolio, value $1,562,794.

    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 141,251 shares
    Change vs previous 13F +7,820 shares

    0.22% of the 13F portfolio, value $1,627,211.

    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 133,431 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,555,808.

    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).