Skip to content
Disclosery

IBEX WEALTH ADVISORS: QQQ position timeline

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

IBEX WEALTH ADVISORS held 13,429 QQQ 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 13,429 shares
    Change vs previous 13F +134 shares

    0.77% of the 13F portfolio, value $9,889,166.

    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 13,295 shares
    Change vs previous 13F +76 shares

    0.71% of the 13F portfolio, value $7,673,653.

    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 13,219 shares
    Change vs previous 13F +106 shares

    0.8% of the 13F portfolio, value $8,120,392.

    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 13,113 shares
    Change vs previous 13F +72 shares

    0.75% of the 13F portfolio, value $7,872,456.

    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 13,041 shares
    Change vs previous 13F +130 shares

    0.77% of the 13F portfolio, value $7,193,712.

    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 12,911 shares
    Change vs previous 13F +550 shares

    0.8% of the 13F portfolio, value $6,054,216.

    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 12,361 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,319,250.

    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).