Skip to content
Disclosery

Compass Ion Advisors, LLC: IBM position timeline

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

Compass Ion Advisors, LLC held 10,424 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 10,424 shares
    Change vs previous 13F -257 shares

    0.25% of the 13F portfolio, value $2,931,606.

    13F-HR 0001621100-26-000004 filed by Compass Ion 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 10,681 shares
    Change vs previous 13F -16 shares

    0.25% of the 13F portfolio, value $2,589,194.

    13F-HR 0001621100-26-000002 filed by Compass Ion 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 10,697 shares
    Change vs previous 13F +22 shares

    0.3% of the 13F portfolio, value $3,168,451.

    13F-HR 0001621100-26-000001 filed by Compass Ion 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 10,675 shares
    Change vs previous 13F +4 shares

    0.29% of the 13F portfolio, value $3,011,998.

    13F-HR 0001621100-25-000003 filed by Compass Ion 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 10,671 shares
    Change vs previous 13F +12 shares

    0.34% of the 13F portfolio, value $3,145,591.

    13F-HR 0001085146-25-003765 filed by Compass Ion 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 10,659 shares
    Change vs previous 13F +11 shares

    0.31% of the 13F portfolio, value $2,650,348.

    13F-HR 0001085146-25-002213 filed by Compass Ion 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 10,648 shares
    Change vs previous 13F +375 shares

    0.28% of the 13F portfolio, value $2,340,777.

    13F-HR 0001085146-25-000968 filed by Compass Ion 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 10,273 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,271,218.

    13F-HR 0001085146-24-004999 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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