Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: IBM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 543,384 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 543,384 shares
    Change vs previous 13F -21,362 shares

    0.23% of the 13F portfolio, value $152,804,878.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 564,746 shares
    Change vs previous 13F +59,342 shares

    0.24% of the 13F portfolio, value $136,870,328.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 505,404 shares
    Change vs previous 13F -62,366 shares

    0.28% of the 13F portfolio, value $149,705,653.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 567,770 shares
    Change vs previous 13F -805 shares

    0.33% of the 13F portfolio, value $160,201,960.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 568,575 shares
    Change vs previous 13F +36,386 shares

    0.37% of the 13F portfolio, value $167,604,664.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 532,189 shares
    Change vs previous 13F +24,527 shares

    0.33% of the 13F portfolio, value $132,334,139.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 507,662 shares
    Change vs previous 13F +33,297 shares

    0.32% of the 13F portfolio, value $111,599,265.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 474,365 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $104,872,506.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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