IBEX WEALTH ADVISORS
CIK
0001686242
City
LEBANON
State / Country
NJ
Holdings in NEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,815,443 | 156,100 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,760,438 | 154,560 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,698,354 | 155,527 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $1,786,937 | 159,548 | Shares | Sole | 2025-04-15 |
| 2024-12-31 | $1,652,959 | 146,539 | Shares | Sole | 2025-01-23 |
| 2022-12-31 | $2,134,535 | 187,734 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $2,107,979 | 198,866 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $2,446,632 | 208,224 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $2,789,845 | 212,317 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $3,370,832 | 216,079 | Shares | Sole | 2022-02-22 |
| 2021-09-30 | $3,470,626 | 228,481 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $3,860,645 | 245,901 | Shares | Sole | 2021-08-20 |
| 2021-03-31 | $3,835,667 | 258,817 | Shares | Sole | 2021-05-05 |
| 2020-12-31 | $4,009,729 | 265,545 | Shares | Sole | 2021-01-22 |
| 2020-09-30 | $3,768,164 | 262,773 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $3,724,880 | 267,977 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $3,446,349 | 254,531 | Shares | Sole | 2020-05-05 |