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Disclosery

IBEX WEALTH ADVISORS: VKQ position timeline

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

IBEX WEALTH ADVISORS held 90,101 VKQ 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 90,101 shares
    Change vs previous 13F +875 shares

    0.07% of the 13F portfolio, value $904,610.

    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 89,226 shares
    Change vs previous 13F -1,424 shares

    0.08% of the 13F portfolio, value $849,433.

    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 90,650 shares
    Change vs previous 13F -5,455 shares

    0.09% of the 13F portfolio, value $874,768.

    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 96,105 shares
    Change vs previous 13F -844 shares

    0.09% of the 13F portfolio, value $927,406.

    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 96,949 shares
    Change vs previous 13F +952 shares

    0.09% of the 13F portfolio, value $887,086.

    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 95,997 shares
    Change vs previous 13F +6,868 shares

    0.12% of the 13F portfolio, value $926,371.

    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 89,129 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $874,359.

    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).