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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

BX holding history

Blackstone 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.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
54,053
Value
$6.36M
% of portfolio
0.5%
Quarters held
12
Since Q3 2021
Holdings of BX by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,053$6.36M0.5%+2,046+3.9%AddedHolders
Q1 202652,007$5.98M0.6%+4,170+8.7%AddedHolders
Q4 202547,837$7.37M0.7%+651+1.4%AddedHolders
Q3 202547,186$8.06M0.8%+803+1.7%AddedHolders
Q2 202546,383$6.94M0.7%+3,704+8.7%AddedHolders
Q1 202542,679$5.97M0.8%+807+1.9%AddedHolders
Q4 202441,872$7.22M0.9%+41,872NewHolders
Q3 20240$00.0%−37,764−100.0%Sold outHolders
Q2 202437,764$4.68M0.7%+37,764NewHolders
Q1 20240$00.0%−34−100.0%Sold outHolders
Q4 202334$4.42K1.0%−3,130−98.9%ReducedHolders
Q3 20233,164$339.0K0.1%–No prior filingHolders
Q4 20220$00.0%−20,486−100.0%Sold outHolders
Q3 202220,486$1.72M0.4%+20,486NewHolders
Q4 20210$00.0%−472−100.0%Sold outHolders
Q3 2021472$55.0K<0.1%+472NewHolders