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BURKETT FINANCIAL SERVICES, LLC: IBM position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 452 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 452 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $99,588.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 449 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $126,439.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, 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 446 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $108,328.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, 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 443 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $131,500.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 442 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $124,588.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 439 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $129,321.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 436 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $108,427.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 433 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $95,254.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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