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Cetera Investment Advisers: IBM position timeline

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

Cetera Investment Advisers held 527,279 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 527,279 shares
    Change vs previous 13F +44,355 shares

    0.14% of the 13F portfolio, value $148,276,155.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 482,924 shares
    Change vs previous 13F +508 shares

    0.12% of the 13F portfolio, value $117,055,953.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 482,416 shares
    Change vs previous 13F +36,277 shares

    0.16% of the 13F portfolio, value $142,896,583.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 446,139 shares
    Change vs previous 13F +110,450 shares

    0.15% of the 13F portfolio, value $125,882,824.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 335,689 shares
    Change vs previous 13F +29,090 shares

    0.17% of the 13F portfolio, value $98,954,463.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 306,599 shares
    Change vs previous 13F +21,643 shares

    0.15% of the 13F portfolio, value $76,238,894.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 284,956 shares
    Change vs previous 13F -1,308 shares

    0.13% of the 13F portfolio, value $62,641,806.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 286,264 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $63,287,277.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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