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Disclosery

IBEX WEALTH ADVISORS: NZF position timeline

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

IBEX WEALTH ADVISORS held 24,000 NZF 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 24,000 shares
    Change vs previous 13F -6,039 shares

    0.02% of the 13F portfolio, value $304,319.

    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 30,039 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $365,875.

    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 30,039 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $377,890.

    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 30,039 shares
    Change vs previous 13F -7,287 shares

    0.04% of the 13F portfolio, value $377,289.

    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 37,326 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $444,926.

    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 37,326 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $456,496.

    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 37,326 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $454,258.

    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).