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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

STT holding history

State Street Corp 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.

STT overviewAll 13F holders of STTFull Q2 2026 holdings

Shares (Q2 2026)
5,076
Value
$860.9K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of STT by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,076$860.9K0.1%00.0%UnchangedHolders
Q1 20265,076$642.4K0.1%+5,076NewHolders
Q4 20250$00.0%−5,199−100.0%Sold outHolders
Q3 20255,199$603.1K0.1%+5,199NewHolders