Astoria Portfolio Advisors LLC.: IBM position timeline

Astoria Portfolio Advisors LLC. held 862 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 862 shares

   Change vs previous 13F +862 shares

   0.04% of the 13F portfolio, value $242,303.

   13F-HR 0001931642-26-000005 filed by Astoria Portfolio Advisors LLC.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -889 shares

   13F-HR 0001931642-26-000001 filed by Astoria Portfolio Advisors LLC.
   Filed 2026-02-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

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

3. period ended2025-09-30

   13F 889 shares

   Change vs previous 13F -247 shares

   0.07% of the 13F portfolio, value $257,411.

   13F-HR 0001931642-25-000008 filed by Astoria Portfolio Advisors LLC.
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 1,136 shares

   Change vs previous 13F -102 shares

   0.08% of the 13F portfolio, value $295,970.

   13F-HR 0001931642-25-000007 filed by Astoria Portfolio Advisors LLC.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 1,238 shares

   Change vs previous 13F -1,703 shares

   0.1% of the 13F portfolio, value $303,896.

   13F-HR 0001931642-25-000005 filed by Astoria Portfolio Advisors LLC.
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 2,941 shares

   Change vs previous 13F -75 shares

   0.23% of the 13F portfolio, value $640,307.

   13F-HR 0001931642-25-000001 filed by Astoria Portfolio Advisors LLC.
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 3,016 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $703,428.

   13F-HR 0001931642-24-000005 filed by Astoria Portfolio Advisors LLC.
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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