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Disclosery

IBEX WEALTH ADVISORS: PREF position timeline

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

IBEX WEALTH ADVISORS held 82,375 PREF 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 82,375 shares
    Change vs previous 13F +138 shares

    0.12% of the 13F portfolio, value $1,570,058.

    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 82,237 shares
    Change vs previous 13F -203 shares

    0.14% of the 13F portfolio, value $1,547,699.

    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 82,440 shares
    Change vs previous 13F -11,824 shares

    0.15% of the 13F portfolio, value $1,572,125.

    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 94,264 shares
    Change vs previous 13F -1,359 shares

    0.17% of the 13F portfolio, value $1,804,224.

    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 95,623 shares
    Change vs previous 13F +2,159 shares

    0.19% of the 13F portfolio, value $1,813,981.

    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 93,464 shares
    Change vs previous 13F -6,672 shares

    0.23% of the 13F portfolio, value $1,747,784.

    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 100,136 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,863,524.

    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).