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Disclosery

IBEX WEALTH ADVISORS: XNEAX position timeline

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

IBEX WEALTH ADVISORS held 147,780 XNEAX 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 147,780 shares
    Change vs previous 13F -3,717 shares

    0.14% of the 13F portfolio, value $1,734,939.

    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 151,497 shares
    Change vs previous 13F -4,603 shares

    0.16% of the 13F portfolio, value $1,701,311.

    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 156,100 shares
    Change vs previous 13F +1,540 shares

    0.18% of the 13F portfolio, value $1,815,439.

    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 154,560 shares
    Change vs previous 13F -967 shares

    0.17% of the 13F portfolio, value $1,760,433.

    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 155,527 shares
    Change vs previous 13F -4,021 shares

    0.18% of the 13F portfolio, value $1,698,354.

    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 159,548 shares
    Change vs previous 13F +13,009 shares

    0.24% of the 13F portfolio, value $1,786,937.

    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 146,539 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,652,962.

    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).