Ibex Wealth Advisors
- SEC CIK
- 0001686242
- Latest filing
- Jul 27, 2026
AMP holding history
Ameriprise Financial Inc in every 13F filed by Ibex Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AMP overviewAll 13F holders of AMPFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −1,142−100.0% | Sold out | Holders |
| Q3 2025 | 1,142 | $560.9K | 0.1% | +2+0.2% | Added | Holders |
| Q2 2025 | 1,140 | $608.5K | 0.1% | +1,140 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −1,565−100.0% | Sold out | Holders |
| Q4 2024 | 1,565 | $833.4K | 0.1% | −36,688−95.9% | Reduced | Holders |
| Q3 2024 | 38,253 | $2.80M | 0.9% | +36,733+2,416.6% | Added | Holders |
| Q2 2024 | 1,520 | $649.4K | 0.1% | +164+12.1% | Added | Holders |
| Q1 2024 | 1,356 | $422.0K | 0.1% | +1,355+135,500.0% | Added | Holders |
| Q4 2023 | 1 | $525 | 0.1% | −1,236−99.9% | Reduced | Holders |
| Q3 2023 | 1,237 | $408.0K | 0.1% | – | No prior filing | Holders |
| Q2 2023 | – | – | – | – | Not filed | Holders |
| Q1 2023 | 1,241 | $380.0K | 0.1% | −115−8.5% | Reduced | Holders |
| Q4 2022 | 1,356 | $422.0K | 0.1% | +65+5.0% | Added | Holders |
| Q3 2022 | 1,291 | $325.0K | 0.1% | −9−0.7% | Reduced | Holders |
| Q2 2022 | 1,300 | $309.0K | 0.1% | +55+4.4% | Added | Holders |
| Q1 2022 | 1,245 | $374.0K | 0.1% | +289+30.2% | Added | Holders |
| Q4 2021 | 956 | $288.0K | 0.1% | +51+5.6% | Added | Holders |
| Q3 2021 | 905 | $239.0K | <0.1% | +905 | New | Holders |