IBEX WEALTH ADVISORS

Position in V — Visa Inc.

CIK 1686242 BEDMINSTER, NJ

Position in V

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,401,331

+$1,518,576 QoQ

Shares Held

36,146

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#1,110

of 4,501 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $13,332,596 across 3 Credit Services names. V ranks #1 (93.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	36,146	$12,401,331
2	MA	Mastercard Inc	973	$499,732
3	COF	Capital One Financial Corp	2,151	$431,533

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,401,331	36,146	+0.4%	Shares	Sole	2026-07-27
2026-03-31	$10,882,755	36,007	+2.4%	Shares	Sole	2026-04-30
2025-12-31	$12,329,210	35,155	+2.2%	Shares	Sole	2026-02-17
2025-09-30	$11,745,861	34,407	+2.6%	Shares	Sole	2025-11-12
2025-06-30	$11,910,152	33,545	-26.6%	Shares	Sole	2025-08-07
2025-03-31	$16,009,012	45,680	+7.8%	Shares	Sole	2025-04-15
2024-12-31	$13,391,562	42,373	+4.1%	Shares	Sole	2025-01-23
2024-06-30	$10,688,040	40,721	+21.9%	Shares	Sole	2024-08-06
2024-03-31	$6,938	33,396	+92666.7%	Shares	Sole	2024-04-18
2023-12-31	$9,372	36	-99.9%	Shares	Sole	2024-01-29
2023-09-30	$7,723,735	33,580	-0.2%	Shares	Sole	2023-11-07
2023-03-31	$7,586,729	33,650	+0.8%	Shares	Sole	2023-05-15
2022-12-31	$6,938,352	33,396	+24.0%	Shares	Sole	2023-02-06
2022-09-30	$4,786,068	26,941	-1.2%	Shares	Sole	2022-10-31
2022-06-30	$5,371,356	27,281	-0.2%	Shares	Sole	2022-08-16
2022-03-31	$6,062,304	27,336	-1.1%	Shares	Sole	2022-05-16
2021-12-31	$5,992,898	27,654	-3.4%	Shares	Sole	2022-02-22
2021-09-30	$6,376,664	28,627	-17.2%	Shares	Sole	2021-11-12
2021-06-30	$8,088,769	34,594	+4.5%	Shares	Sole	2021-08-20
2021-03-31	$7,010,803	33,112	-2.3%	Shares	Sole	2021-05-05
2020-12-31	$7,414,290	33,897	-2.2%	Shares	Sole	2021-01-22
2020-09-30	$6,927,760	34,644	-0.7%	Shares	Sole	2020-10-23
2020-06-30	$6,742,598	34,905	+34.0%	Shares	Sole	2020-08-14
2020-03-31	$4,197,981	26,055	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.