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Disclosery

IBEX WEALTH ADVISORS: NVDA position timeline

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

IBEX WEALTH ADVISORS held 685,019 NVDA 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 685,019 shares
    Change vs previous 13F +5,103 shares

    10.74% of the 13F portfolio, value $137,065,379.

    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 679,916 shares
    Change vs previous 13F -2,598 shares

    11.04% of the 13F portfolio, value $118,577,230.

    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 682,514 shares
    Change vs previous 13F -4,850 shares

    12.47% of the 13F portfolio, value $127,288,891.

    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 687,364 shares
    Change vs previous 13F +4,026 shares

    12.28% of the 13F portfolio, value $128,248,239.

    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 683,338 shares
    Change vs previous 13F +22,021 shares

    11.52% of the 13F portfolio, value $107,960,513.

    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 661,317 shares
    Change vs previous 13F -69,514 shares

    9.48% of the 13F portfolio, value $71,673,533.

    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 730,831 shares
    Change vs previous 13F +713,623 shares

    11.56% of the 13F portfolio, value $98,143,333.

    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 17,208 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $4,499,648.

    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).