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Disclosery

IBEX WEALTH ADVISORS: TBIL position timeline

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

IBEX WEALTH ADVISORS held 390,210 TBIL 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 390,210 shares
    Change vs previous 13F -616 shares

    1.52% of the 13F portfolio, value $19,455,874.

    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 390,826 shares
    Change vs previous 13F +64,226 shares

    1.81% of the 13F portfolio, value $19,486,577.

    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 326,600 shares
    Change vs previous 13F +33,279 shares

    1.6% of the 13F portfolio, value $16,290,818.

    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 293,321 shares
    Change vs previous 13F +33,306 shares

    1.4% of the 13F portfolio, value $14,666,041.

    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 260,015 shares
    Change vs previous 13F +30,173 shares

    1.39% of the 13F portfolio, value $12,999,444.

    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 229,842 shares
    Change vs previous 13F +18,817 shares

    1.52% of the 13F portfolio, value $11,494,406.

    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 211,025 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $10,521,718.

    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).