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D.A. DAVIDSON & CO.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on IBM, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 185,102 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,102 shares
    Change vs previous 13F +7,282 shares

    0.29% of the 13F portfolio, value $52,052,634.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 177,820 shares
    Change vs previous 13F -18,453 shares

    0.26% of the 13F portfolio, value $43,101,850.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 196,273 shares
    Change vs previous 13F -1,576 shares

    0.36% of the 13F portfolio, value $58,138,231.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 197,849 shares
    Change vs previous 13F +118 shares

    0.36% of the 13F portfolio, value $55,825,241.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 197,731 shares
    Change vs previous 13F -4,901 shares

    0.41% of the 13F portfolio, value $58,287,214.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 202,632 shares
    Change vs previous 13F -556 shares

    0.4% of the 13F portfolio, value $50,386,569.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 203,188 shares
    Change vs previous 13F -628 shares

    0.36% of the 13F portfolio, value $44,666,875.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 203,816 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $45,059,804.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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