Skip to content
Disclosery

CWS Financial Advisors, LLC: IBM position timeline

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

CWS Financial Advisors, LLC held 7,362 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,362 shares
    Change vs previous 13F -32 shares

    0.46% of the 13F portfolio, value $2,070,221.

    13F-HR 0001104659-26-088541 filed by CWS 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 7,394 shares
    Change vs previous 13F +2 shares

    0.46% of the 13F portfolio, value $1,792,241.

    13F-HR 0001104659-26-049318 filed by CWS 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 7,392 shares
    Change vs previous 13F -8 shares

    0.59% of the 13F portfolio, value $2,189,603.

    13F-HR 0001104659-26-011365 filed by CWS Financial 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 7,400 shares
    Change vs previous 13F -159 shares

    0.58% of the 13F portfolio, value $2,088,062.

    13F-HR 0001104659-25-106015 filed by CWS Financial 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 7,559 shares
    Change vs previous 13F +51 shares

    0.65% of the 13F portfolio, value $2,228,343.

    13F-HR 0001104659-25-075641 filed by CWS Financial 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 7,508 shares
    Change vs previous 13F -216 shares

    0.59% of the 13F portfolio, value $1,867,056.

    13F-HR 0001104659-25-047906 filed by CWS Financial 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 7,724 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,697,998.

    13F-HR 0001104659-25-009042 filed by CWS Financial 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 7,724 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,707,572.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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