Hillsdale Investment Management Inc. IBEX — IBEX LTD

Ownership history in Hillsdale Investment Management Inc.  ·  13 quarters on record

AI Ownership Summary

Hillsdale Investment Management Inc. reported IBEX LTD (IBEX) in 13 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.32% in 2025 Q3. The latest visible filing shows IBEX at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hillsdale Investment Management Inc.'s position in IBEX LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IBEX was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBEX stock page Hillsdale Investment Management Inc. fund profile Hillsdale Investment Management Inc. full holdings
How Hillsdale Investment Management Inc. held IBEX — position size vs. price
% of Fund (quarterly)    IBEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 291,100 +26,900 +10.2% 0.20% $8.8M 2026-08-12 $35.13
2026 Q1 ADDED — — — 264,200 +7,300 +2.8% 0.19% $7.1M 2026-05-04 $27.91
2025 Q4 REDUCED — — — 256,900 -2,600 -1.0% 0.27% $9.8M 2026-02-10 $31.13
2025 Q3 REDUCED — — — 259,500 -1,000 -0.4% 0.32% $10.5M 2025-11-10 $36.49
2025 Q2 ADDED — — — 260,500 +40,800 +18.6% 0.28% $7.6M 2025-08-12 $28.86
2025 Q1 ADDED — — — 219,700 +7,500 +3.5% 0.27% $5.3M 2025-05-09 $30.55
2024 Q4 ADDED — — — 212,200 +55,900 +35.8% 0.23% $4.6M 2025-02-11 $25.95
2024 Q3 REDUCED 15.1% +7.4% ❌ 156,300 -27,905 -15.1% 0.24% $3.1M 2024-11-12 $19.48
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBEX

As of 2026 Q2 — sorted by position size

Tieton Capital Management, LLC 3Y 7Y 2.4% J.M. Arbour, LLC 0.78% Impact Capital Partners LLC 0.75% Watershed Asset Management, L.L.C. 3Y 7Y 0.49% GLOBEFLEX CAPITAL L P 3Y 7Y 0.4% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.39% G2 Investment Partners Management LLC 3Y 7Y 0.32% Axxion S.A. 0.23% VIRTUS ADVISERS, LLC 3Y 7Y 0.22% Numerai GP LLC 3Y 0.1%

FAQ About Hillsdale Investment Management Inc. and IBEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hillsdale Investment Management Inc. reported owning IBEX?

Hillsdale Investment Management Inc. reported IBEX across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported IBEX position in Hillsdale Investment Management Inc.'s portfolio?

The largest reported portfolio weight for IBEX was 0.32% in 2025 Q3.

What is the latest reported IBEX position on this page?

The most recent filing on this page is 2026 Q2, when Hillsdale Investment Management Inc. reported 291,100 shares, equal to 0.20% of portfolio, with an estimated market value of $8.8M.

What does the chart on this IBEX ownership page compare?

The chart compares Hillsdale Investment Management Inc.'s quarterly IBEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hillsdale Investment Management Inc. time their IBEX position?

Based on 13F filing dates vs. subsequent IBEX price moves, Hillsdale Investment Management Inc. correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on IBEX relative to SPY over the holding period was +169.7%.

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