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Cohen Investment Advisors LLC: IBM position timeline

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

Cohen Investment Advisors LLC held 2,580 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,580 shares
    Change vs previous 13F -53 shares

    0.33% of the 13F portfolio, value $725,522.

    13F-HR 0001845081-26-000004 filed by Cohen Investment 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 2,633 shares
    Change vs previous 13F +25 shares

    0.3% of the 13F portfolio, value $638,213.

    13F-HR 0001845081-26-000002 filed by Cohen Investment 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 2,608 shares
    Change vs previous 13F -52 shares

    0.36% of the 13F portfolio, value $772,516.

    13F-HR 0001845081-26-000001 filed by Cohen Investment Advisors LLC
    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 2,660 shares
    Change vs previous 13F -140 shares

    0.36% of the 13F portfolio, value $750,546.

    13F-HR 0001085146-25-005935 filed by Cohen Investment Advisors LLC
    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 2,800 shares
    Change vs previous 13F -172 shares

    0.43% of the 13F portfolio, value $825,384.

    13F-HR 0001085146-25-004065 filed by Cohen Investment Advisors LLC
    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/A 2,972 shares
    Change vs previous 13F +5 shares

    0.43% of the 13F portfolio, value $739,018.

    13F-HR/A 0001085146-25-002413 filed by Cohen Investment Advisors LLC
    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 2,967 shares
    Change vs previous 13F +9 shares

    0.39% of the 13F portfolio, value $652,236.

    13F-HR 0001085146-25-000211 filed by Cohen Investment Advisors LLC
    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 2,958 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $653,955.

    13F-HR 0001085146-24-004684 filed by Cohen Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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