SIGNATUREFD, LLC IBEX — IBEX LTD

Ownership history in SIGNATUREFD, LLC  ·  5 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported IBEX LTD (IBEX) in 5 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows IBEX at 0.00% 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 SIGNATUREFD, LLC'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 Q3

IBEX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2026 Q1 to 2026 Q3

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 SIGNATUREFD, LLC fund profile SIGNATUREFD, LLC full holdings
How SIGNATUREFD, LLC 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,784 +1,305 +272.4% 0.00% $77K 2026-10-23 $47.23
2026 Q2 ADDED — — — 479 +421 +725.9% 0.00% $15K 2026-07-24 $33.46
2026 Q1 REDUCED 31.0% +12.3% ❌ 58 -26 -31.0% 0.00% $2K 2026-04-07 $27.78
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBEX

As of 2026 Q3 — sorted by position size

Impact Capital Partners LLC 0.83% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.61% Axxion S.A. 0.3% PINNACLE ASSOCIATES LTD 3Y 7Y 0.1% Pinnacle Wealth Management Advisory Group, LLC 3Y 7Y 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.02% Bullock Wealth Management Group 0.01% Essential Partners LLC 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About SIGNATUREFD, LLC and IBEX

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

How long has SIGNATUREFD, LLC reported owning IBEX?

SIGNATUREFD, LLC reported IBEX across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported IBEX position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for IBEX was 0.00% in 2026 Q3.

What is the latest reported IBEX position on this page?

The most recent filing on this page is 2026 Q3, when SIGNATUREFD, LLC reported 1,784 shares, equal to 0.00% of portfolio, with an estimated market value of $77K.

What does the chart on this IBEX ownership page compare?

The chart compares SIGNATUREFD, LLC'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 SIGNATUREFD, LLC time their IBEX position?

Based on 13F filing dates vs. subsequent IBEX price moves, SIGNATUREFD, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IBEX relative to SPY over the holding period was +1753.3%.

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