Financial Security Advisor, Inc.: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Security Advisor, Inc. on IBM, newest first. How the timeline and the estimate are built.
Financial Security Advisor, Inc. held 2,243 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,243 sharesChange vs previous 13F +20 shares
0.1% of the 13F portfolio, value $630,751.
13F-HR 0001997602-26-000003 filed by Financial Security Advisor, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,223 sharesChange vs previous 13F +13 shares
0.1% of the 13F portfolio, value $538,822.
13F-HR 0001997602-26-000002 filed by Financial Security Advisor, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,210 sharesChange vs previous 13F -3 shares
0.13% of the 13F portfolio, value $654,568.
13F-HR 0001997602-26-000001 filed by Financial Security Advisor, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,213 sharesChange vs previous 13F -203 shares
0.13% of the 13F portfolio, value $624,560.
13F-HR 0001997602-25-000006 filed by Financial Security Advisor, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,416 sharesChange vs previous 13F +83 shares
0.16% of the 13F portfolio, value $712,060.
13F-HR 0001997602-25-000003 filed by Financial Security Advisor, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,333 sharesChange vs previous 13F +2 shares
0.15% of the 13F portfolio, value $580,123.
13F-HR 0001997602-25-000002 filed by Financial Security Advisor, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,331 sharesChange vs previous 13F -36 shares
0.13% of the 13F portfolio, value $512,392.
13F-HR 0001997602-25-000001 filed by Financial Security Advisor, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,367 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $523,395.
13F-HR 0001997602-24-000005 filed by Financial Security Advisor, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).