SEC 13F Intelligence

Ibex Wealth Advisors / NDAQ

Ibex Wealth Advisors’s Nasdaq Inc Position

Does Ibex Wealth Advisors own Nasdaq Inc (NDAQ)? Not currently — the last reported position was 94.5K shares worth $5,795 in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5,795
Q1 2024
Shares
94.5K
% of Portfolio
+1.57%
Quarters Held
19
position exited

Position History NDAQ

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ3 ’19Q4 ’19: $3MQ1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ1 ’21: $5MQ1 ’21Q2 ’21: $6MQ3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $5,795Q1 ’23: $5,313Q1 ’24: $5,795Q1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202494.5K$5,795+1.57%
Q1 202397.2K$5,313+1.38%
Q4 202294.5K$5,795+1.31%
Q3 202295.7K$5M+1.41%
Q2 202232.9K$5M+1.15%
Q1 202232.8K$6M+1.12%
Q4 202132.1K$7M+1.19%
Q3 202131.8K$6M+1.18%
Q2 202131.4K$6M+1.10%
Q1 202131.8K$5M+1.16%
Q4 202029.9K$4M+1.04%
Q3 202028.9K$4M+1.03%
Q2 202030.0K$4M+1.15%
Q1 202029.5K$3M+1.09%
Q4 201931.0K$3M+1.02%
Q3 201930.0K$3M+0.99%
Q2 201930.5K$3M+0.85%
Q1 201932.5K$3M+1.00%
Q4 201833.7K$3M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ibex Wealth Advisors’s full portfolio or all institutional holders of NDAQ.