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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
56,077
Value
$7.85M
% of portfolio
0.6%
Quarters held
2
Since Q1 2026
Holdings of C by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,077$7.85M0.6%+48,653+655.3%AddedHolders
Q1 20267,424$841.9K0.1%+7,424NewHolders