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CAPITAL FINANCIAL GROUP INC\CO\ /ADV: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPITAL FINANCIAL GROUP INC\CO\ /ADV on IBM, newest first. How the timeline and the estimate are built.

CAPITAL FINANCIAL GROUP INC\CO\ /ADV held 7,169 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,169 shares
    Change vs previous 13F +709 shares

    1.06% of the 13F portfolio, value $2,016,079.

    13F-HR 0002085853-26-000948 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
    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 6,460 shares
    Change vs previous 13F +49 shares

    0.86% of the 13F portfolio, value $1,565,885.

    13F-HR 0002085853-26-000509 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
    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 6,411 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,899,032.

    13F-HR 0002085853-26-000269 filed by CAPITAL FINANCIAL GROUP INC\CO\ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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