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Disclosery

IBEX WEALTH ADVISORS: PFF position timeline

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

IBEX WEALTH ADVISORS held 65,754 PFF 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 65,754 shares
    Change vs previous 13F +246 shares

    0.16% of the 13F portfolio, value $2,004,826.

    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 65,508 shares
    Change vs previous 13F +3,841 shares

    0.18% of the 13F portfolio, value $1,986,206.

    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 61,667 shares
    Change vs previous 13F -5,510 shares

    0.19% of the 13F portfolio, value $1,909,220.

    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 67,177 shares
    Change vs previous 13F -763 shares

    0.2% of the 13F portfolio, value $2,124,130.

    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 67,940 shares
    Change vs previous 13F -35,987 shares

    0.22% of the 13F portfolio, value $2,084,388.

    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 103,927 shares
    Change vs previous 13F -15,520 shares

    0.42% of the 13F portfolio, value $3,193,678.

    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 119,447 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,755,408.

    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).