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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

STEP holding history

StepStone Group 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.

STEP overviewAll 13F holders of STEPFull Q2 2026 holdings

Shares (Q2 2026)
121,785
Value
$5.04M
% of portfolio
0.4%
Quarters held
2
Since Q3 2025
Holdings of STEP by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026121,785$5.04M0.4%+121,785NewHolders
Q4 20250$00.0%−6,869−100.0%Sold outHolders
Q3 20256,869$448.6K<0.1%+6,869NewHolders