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Churchill Financial Advisors, LLC: IBM position timeline

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

Churchill Financial Advisors, LLC held 33,808 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,808 shares
    Change vs previous 13F -2,440 shares

    1.83% of the 13F portfolio, value $9,507,148.

    13F-HR 0002095935-26-000003 filed by Churchill Financial Advisors, LLC
    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 36,248 shares
    Change vs previous 13F +10,939 shares

    1.85% of the 13F portfolio, value $8,786,153.

    13F-HR 0002095935-26-000002 filed by Churchill Financial Advisors, LLC
    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 25,309 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $7,496,779.

    13F-HR 0002095935-26-000001 filed by Churchill Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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