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Disclosery

IBEX WEALTH ADVISORS: NFG position timeline

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

IBEX WEALTH ADVISORS held 97,141 NFG 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 97,141 shares
    Change vs previous 13F +2,868 shares

    0.59% of the 13F portfolio, value $7,500,247.

    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 94,273 shares
    Change vs previous 13F +6,719 shares

    0.82% of the 13F portfolio, value $8,857,866.

    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 87,554 shares
    Change vs previous 13F +1,034 shares

    0.69% of the 13F portfolio, value $7,009,539.

    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 86,520 shares
    Change vs previous 13F +1,141 shares

    0.77% of the 13F portfolio, value $7,991,893.

    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 85,379 shares
    Change vs previous 13F +3,194 shares

    0.77% of the 13F portfolio, value $7,232,453.

    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 82,185 shares
    Change vs previous 13F +722 shares

    0.86% of the 13F portfolio, value $6,508,206.

    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 81,463 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,943,185.

    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).