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Disclosery

IBEX WEALTH ADVISORS: TFC position timeline

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

IBEX WEALTH ADVISORS held 198,688 TFC 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 198,688 shares
    Change vs previous 13F +5,035 shares

    0.78% of the 13F portfolio, value $9,898,610.

    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 193,653 shares
    Change vs previous 13F +11,215 shares

    0.83% of the 13F portfolio, value $8,902,212.

    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 182,438 shares
    Change vs previous 13F +290 shares

    0.88% of the 13F portfolio, value $8,977,796.

    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 182,148 shares
    Change vs previous 13F +1,620 shares

    0.8% of the 13F portfolio, value $8,327,802.

    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 180,528 shares
    Change vs previous 13F +3,766 shares

    0.83% of the 13F portfolio, value $7,760,909.

    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 176,762 shares
    Change vs previous 13F +981 shares

    0.96% of the 13F portfolio, value $7,273,743.

    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 175,781 shares
    Change vs previous 13F +157,125 shares

    0.9% of the 13F portfolio, value $7,625,361.

    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).

  8. period ended2024-09-30
    13F 18,656 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,608,887.

    13F-HR 0001686242-24-000005 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).