Position in FIX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$309,184
+$96,820 QoQ
Shares Held
156
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,044
of 1,341 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $309,184 across 1 Engineering & Construction name. FIX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
156 | $309,184 |
All Filings in FIX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,184 | 156 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $212,364 | 154 | Shares | Sole | 2026-04-30 | |
| 2024-12-31 | $442,718 | 1,044 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $290,738 | 956 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||