Ibex Wealth Advisors

SEC CIK: 0001686242
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

ZION holding history

Zions Bancorporation, National Association 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.

ZION overview All 13F holders of ZION Full Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2021

Holdings of ZION by Ibex Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−3,395−100.0%	Sold out	Holders
Q4 2021	3,395	$214.0K	<0.1%	−45−1.3%	Reduced	Holders
Q3 2021	3,440	$213.0K	<0.1%	+3,440	New	Holders