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Disclosery

IBEX WEALTH ADVISORS: VCSH position timeline

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

IBEX WEALTH ADVISORS held 15,528 VCSH 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 15,528 shares
    Change vs previous 13F -2,039 shares

    0.1% of the 13F portfolio, value $1,227,170.

    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 17,567 shares
    Change vs previous 13F -20,340 shares

    0.13% of the 13F portfolio, value $1,392,584.

    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 37,907 shares
    Change vs previous 13F +340 shares

    0.3% of the 13F portfolio, value $3,022,293.

    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 37,567 shares
    Change vs previous 13F +2,014 shares

    0.29% of the 13F portfolio, value $3,002,745.

    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 35,553 shares
    Change vs previous 13F +1,643 shares

    0.3% of the 13F portfolio, value $2,826,451.

    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 33,910 shares
    Change vs previous 13F +270 shares

    0.35% of the 13F portfolio, value $2,676,861.

    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 33,640 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,624,222.

    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).