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Disclosery

IBEX WEALTH ADVISORS: XLK position timeline

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

IBEX WEALTH ADVISORS held 27,050 XLK 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 27,050 shares
    Change vs previous 13F -1,020 shares

    0.4% of the 13F portfolio, value $5,153,604.

    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 28,070 shares
    Change vs previous 13F -416 shares

    0.35% of the 13F portfolio, value $3,730,455.

    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 28,486 shares
    Change vs previous 13F +14,127 shares

    0.4% of the 13F portfolio, value $4,101,085.

    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 14,359 shares
    Change vs previous 13F -75 shares

    0.39% of the 13F portfolio, value $4,047,107.

    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 14,434 shares
    Change vs previous 13F +1,245 shares

    0.39% of the 13F portfolio, value $3,655,032.

    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 13,189 shares
    Change vs previous 13F -929 shares

    0.36% of the 13F portfolio, value $2,723,209.

    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 14,118 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,282,815.

    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).