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AA Financial Advisors, LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on IBM, newest first. How the timeline and the estimate are built.

AA Financial Advisors, LLC held 3,422 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,422 shares
    Change vs previous 13F +673 shares

    0.12% of the 13F portfolio, value $962,350.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,749 shares
    Change vs previous 13F +1,176 shares

    0.09% of the 13F portfolio, value $666,373.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,573 shares
    Change vs previous 13F +760 shares

    0.09% of the 13F portfolio, value $465,938.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 813 shares
    Change vs previous 13F +116 shares

    0.05% of the 13F portfolio, value $229,396.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 697 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $205,462.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).