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Disclosery

IBEX WEALTH ADVISORS: XLI position timeline

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

IBEX WEALTH ADVISORS held 16,397 XLI 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 16,397 shares
    Change vs previous 13F +8,941 shares

    0.24% of the 13F portfolio, value $3,037,209.

    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 7,456 shares
    Change vs previous 13F +7,456 shares

    0.11% of the 13F portfolio, value $1,205,775.

    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 0 shares
    Change vs previous 13F -12,763 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 12,763 shares
    Change vs previous 13F -29 shares

    0.19% of the 13F portfolio, value $1,968,412.

    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 12,792 shares
    Change vs previous 13F +1,297 shares

    0.2% of the 13F portfolio, value $1,887,075.

    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 11,495 shares
    Change vs previous 13F -543 shares

    0.2% of the 13F portfolio, value $1,506,611.

    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 12,038 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,586,138.

    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).