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Citadel Investment Advisory, Inc.: IBM position timeline

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

Citadel Investment Advisory, Inc. held 16,525 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,525 shares
    Change vs previous 13F -350 shares

    1.67% of the 13F portfolio, value $3,634,000.

    13F-HR 0001811907-26-000005 filed by Citadel Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,875 shares
    Change vs previous 13F 0 shares

    2.15% of the 13F portfolio, value $4,745,000.

    13F-HR 0001811907-26-000003 filed by Citadel Investment 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 ended2026-03-31
    13F 16,875 shares
    Change vs previous 13F -300 shares

    1.95% of the 13F portfolio, value $4,090,000.

    13F-HR 0001811907-26-000002 filed by Citadel Investment 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 ended2025-12-31
    13F 17,175 shares
    Change vs previous 13F -10 shares

    2.2% of the 13F portfolio, value $5,087,000.

    13F-HR 0001811907-26-000001 filed by Citadel Investment 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 ended2025-09-30
    13F 17,185 shares
    Change vs previous 13F 0 shares

    2.22% of the 13F portfolio, value $4,849,000.

    13F-HR 0001811907-25-000005 filed by Citadel Investment 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 ended2025-06-30
    13F 17,185 shares
    Change vs previous 13F -531 shares

    2.45% of the 13F portfolio, value $5,066,000.

    13F-HR 0001811907-25-000003 filed by Citadel Investment 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 ended2025-03-31
    13F 17,716 shares
    Change vs previous 13F 0 shares

    2.16% of the 13F portfolio, value $4,405,000.

    13F-HR 0001811907-25-000002 filed by Citadel Investment 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 ended2024-12-31
    13F 17,716 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,895,000.

    13F-HR 0001811907-25-000001 filed by Citadel Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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