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Disclosery

Baer Investment Advisory LLC: IBM position timeline

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

Baer Investment Advisory LLC held 1,113 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,113 shares
    Change vs previous 13F -9,843 shares

    0.28% of the 13F portfolio, value $244,782.

    13F-HR 0001754960-26-000849 filed by Baer Investment Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,956 shares
    Change vs previous 13F -1,325 shares

    3.8% of the 13F portfolio, value $3,136,155.

    13F-HR 0001754960-26-000758 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 12,281 shares
    Change vs previous 13F +4,975 shares

    4.23% of the 13F portfolio, value $2,976,792.

    13F-HR/A 0001754960-26-000346 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,306 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $2,164,110.

    13F-HR 0001754960-26-000100 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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