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AVANTAX ADVISORY SERVICES, INC.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on IBM, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 90,441 IBM shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 90,441 shares
    Change vs previous 13F -5,467 shares

    0.15% of the 13F portfolio, value $26,660,149.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 95,908 shares
    Change vs previous 13F -3,868 shares

    0.14% of the 13F portfolio, value $23,848,598.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 99,776 shares
    Change vs previous 13F +3,245 shares

    0.14% of the 13F portfolio, value $21,933,739.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 96,531 shares
    Change vs previous 13F +1,250 shares

    0.14% of the 13F portfolio, value $21,340,988.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 95,281 shares
    Change vs previous 13F +40,220 shares

    0.12% of the 13F portfolio, value $16,478,834.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 55,061 shares
    Change vs previous 13F +4,104 shares

    0.09% of the 13F portfolio, value $10,514,406.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 50,957 shares
    Change vs previous 13F +2,735 shares

    0.08% of the 13F portfolio, value $8,334,094.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 48,222 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,765,479.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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