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Disclosery

Carson Advisory Inc.: IBM position timeline

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

Carson Advisory Inc. held 16,074 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,074 shares
    Change vs previous 13F +1,135 shares

    2.08% of the 13F portfolio, value $4,520,284.

    13F-HR 0001909304-26-000005 filed by Carson Advisory Inc.
    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 14,939 shares
    Change vs previous 13F -334 shares

    1.88% of the 13F portfolio, value $3,621,163.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    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 15,273 shares
    Change vs previous 13F +553 shares

    2.35% of the 13F portfolio, value $4,524,136.

    13F-HR 0001909304-26-000001 filed by Carson Advisory Inc.
    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 14,720 shares
    Change vs previous 13F -100 shares

    2.24% of the 13F portfolio, value $4,153,510.

    13F-HR 0001909304-25-000006 filed by Carson Advisory Inc.
    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 14,820 shares
    Change vs previous 13F +580 shares

    2.78% of the 13F portfolio, value $4,368,760.

    13F-HR 0001909304-25-000004 filed by Carson Advisory Inc.
    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 14,240 shares
    Change vs previous 13F -525 shares

    2.38% of the 13F portfolio, value $3,541,020.

    13F-HR 0001909304-25-000002 filed by Carson Advisory Inc.
    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 14,765 shares
    Change vs previous 13F +250 shares

    2.26% of the 13F portfolio, value $3,245,880.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    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 14,515 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $3,209,066.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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