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Disclosery

Advus Financial Partners, LLC: IBM position timeline

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

Advus Financial Partners, LLC held 831 IBM shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 831 shares
    Change vs previous 13F +831 shares

    0.07% of the 13F portfolio, value $233,760.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -766 shares

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F/A 766 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $226,897.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 751 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $211,902.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 751 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $221,380.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested