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Disclosery

IBEX WEALTH ADVISORS: XLE position timeline

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

IBEX WEALTH ADVISORS held 57,609 XLE 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 57,609 shares
    Change vs previous 13F +11,126 shares

    0.24% of the 13F portfolio, value $3,059,613.

    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 46,483 shares
    Change vs previous 13F +234 shares

    0.27% of the 13F portfolio, value $2,847,539.

    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 46,249 shares
    Change vs previous 13F +22,559 shares

    0.2% of the 13F portfolio, value $2,067,783.

    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 23,690 shares
    Change vs previous 13F -5,428 shares

    0.2% of the 13F portfolio, value $2,116,459.

    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 29,118 shares
    Change vs previous 13F +7,018 shares

    0.26% of the 13F portfolio, value $2,469,493.

    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 22,100 shares
    Change vs previous 13F +231 shares

    0.27% of the 13F portfolio, value $2,065,284.

    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 21,869 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,873,311.

    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).