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BRIAN LOW FINANCIAL GROUP, LLC: IBM position timeline

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

BRIAN LOW FINANCIAL GROUP, LLC held 11,643 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 11,643 shares
    Change vs previous 13F +1,883 shares

    1.91% of the 13F portfolio, value $3,274,014.

    13F-HR 0002079080-26-000003 filed by BRIAN LOW FINANCIAL GROUP, 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 9,760 shares
    Change vs previous 13F +773 shares

    1.61% of the 13F portfolio, value $2,365,832.

    13F-HR 0002079080-26-000002 filed by BRIAN LOW FINANCIAL GROUP, 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 8,987 shares
    Change vs previous 13F +1,087 shares

    1.89% of the 13F portfolio, value $2,662,116.

    13F-HR 0002079080-26-000001 filed by BRIAN LOW FINANCIAL GROUP, 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 7,900 shares
    Change vs previous 13F +3,030 shares

    1.73% of the 13F portfolio, value $2,229,097.

    13F-HR 0002079080-25-000002 filed by BRIAN LOW FINANCIAL GROUP, 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 4,870 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,435,563.

    13F-HR 0001843867-25-000009 filed by BRIAN LOW FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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