IBEX WEALTH ADVISORS

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Lebanon, NJ
CIK
0001686242
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 103 385,611 13F-HR 5/15/2023 000168624223000002 IBEX WEALTH ADVISORS
Q4 2022 174 442,639 13F-HR 2/6/2023 000168624223000001 IBEX WEALTH ADVISORS
Q3 2022 147 384,737 13F-HR 10/31/2022 000168624222000003 IBEX WEALTH ADVISORS
Q2 2022 155 434,230 13F-HR 8/15/2022 000168624222000002 IBEX WEALTH ADVISORS
Q1 2022 171 522,240 13F-HR 5/16/2022 000168624222000001 IBEX WEALTH ADVISORS
Q4 2021 192 564,872 13F-HR 2/22/2022 000110465922025414 IBEX WEALTH ADVISORS
Q3 2021 448 519,353 13F-HR 11/12/2021 000110465921137939 IBEX WEALTH ADVISORS
Q2 2021 182 500,200 13F-HR 8/20/2021 000110465921108192 IBEX WEALTH ADVISORS
Q1 2021 111 405,470 13F-HR 5/5/2021 000168624221000002 IBEX WEALTH ADVISORS
Q4 2020 101 382,865 13F-HR 1/22/2021 000168624221000001 IBEX WEALTH ADVISORS
Q3 2020 95 344,545 13F-HR 10/23/2020 000168624220000004 IBEX WEALTH ADVISORS
Q2 2020 98 311,173 13F-HR 8/14/2020 000168624220000003 IBEX WEALTH ADVISORS
Q1 2020 91 256,842 13F-HR 5/5/2020 000168624220000002 IBEX WEALTH ADVISORS
Q4 2019 100 326,301 13F-HR 1/24/2020 000168624220000001 IBEX WEALTH ADVISORS
Q3 2019 93 301,376 13F-HR 11/12/2019 000168624219000004 IBEX WEALTH ADVISORS
Q2 2019 454 346,634 13F-HR 7/30/2019 000168624219000003 IBEX WEALTH ADVISORS
Q1 2019 98 285,302 13F-HR 5/1/2019 000168624219000002 IBEX WEALTH ADVISORS
Q4 2018 72 218,981 13F-HR 2/1/2019 000168624219000001 IBEX WEALTH ADVISORS
Q3 2018 89 279,394 13F-HR 10/9/2018 000168624218000007 IBEX WEALTH ADVISORS
Q2 2018 86 249,766 13F-HR 9/24/2018 000168624218000006 IBEX WEALTH ADVISORS
Q1 2018 84 246,438 13F-HR 6/13/2018 000168624218000004 IBEX WEALTH ADVISORS
Q4 2017 89 225,897 13F-HR 2/13/2018 000168624218000002 IBEX WEALTH ADVISORS
Q3 2017 143 269,894 13F-HR 11/13/2017 000168624217000005 IBEX WEALTH ADVISORS
Q2 2017 130 254,095 RESTATEMENT 8/14/2017 000168624217000004 IBEX WEALTH ADVISORS
Q2 2017 128 253 13F-HR 8/10/2017 000168624217000003 IBEX WEALTH ADVISORS
Q1 2017 76 162,169 13F-HR 5/25/2017 000168624217000002 IBEX WEALTH ADVISORS
Q4 2016 461 208,863 13F-HR 3/24/2017 000168624217000001 IBEX WEALTH ADVISORS
Q3 2016 116 182,516 13F-HR 11/7/2016 000076461116000020 IBEX WEALTH ADVISORS