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Disclosery

IBEX WEALTH ADVISORS: USMV position timeline

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

IBEX WEALTH ADVISORS held 75,222 USMV 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 75,222 shares
    Change vs previous 13F -638 shares

    0.57% of the 13F portfolio, value $7,255,936.

    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 75,860 shares
    Change vs previous 13F -7,308 shares

    0.66% of the 13F portfolio, value $7,035,258.

    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 83,168 shares
    Change vs previous 13F -1,206 shares

    0.77% of the 13F portfolio, value $7,831,094.

    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 84,374 shares
    Change vs previous 13F -430 shares

    0.77% of the 13F portfolio, value $8,027,357.

    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 84,804 shares
    Change vs previous 13F +23,033 shares

    0.85% of the 13F portfolio, value $7,960,553.

    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 61,771 shares
    Change vs previous 13F +99 shares

    0.77% of the 13F portfolio, value $5,785,461.

    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 61,672 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,475,870.

    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).