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Founders Financial Alliance, LLC: IBM position timeline

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

Founders Financial Alliance, LLC held 8,670 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,670 shares
    Change vs previous 13F -65 shares

    0.32% of the 13F portfolio, value $2,438,201.

    13F-HR 0001398344-26-013459 filed by Founders Financial Alliance, 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 8,735 shares
    Change vs previous 13F -11 shares

    0.38% of the 13F portfolio, value $2,117,074.

    13F-HR 0001398344-26-008920 filed by Founders Financial Alliance, 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 8,746 shares
    Change vs previous 13F +170 shares

    0.49% of the 13F portfolio, value $2,590,555.

    13F-HR 0001398344-26-002808 filed by Founders Financial Alliance, 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 8,576 shares
    Change vs previous 13F +214 shares

    0.46% of the 13F portfolio, value $2,419,910.

    13F-HR 0001398344-25-020494 filed by Founders Financial Alliance, 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 8,362 shares
    Change vs previous 13F +188 shares

    0.56% of the 13F portfolio, value $2,464,960.

    13F-HR 0001398344-25-015014 filed by Founders Financial Alliance, 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 8,174 shares
    Change vs previous 13F +210 shares

    0.49% of the 13F portfolio, value $2,032,675.

    13F-HR 0001398344-25-009151 filed by Founders Financial Alliance, 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 7,964 shares
    Change vs previous 13F +48 shares

    0.48% of the 13F portfolio, value $1,750,630.

    13F-HR 0001398344-25-002203 filed by Founders Financial Alliance, 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 7,916 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,750,115.

    13F-HR 0001398344-24-019768 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

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