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Global Assets Advisory, LLC: IBM position timeline

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

Global Assets Advisory, LLC held 11,291 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,291 shares
    Change vs previous 13F +1,720 shares

    0.71% of the 13F portfolio, value $3,258,988.

    13F-HR 0001420506-26-001303 filed by Global Assets Advisory, 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 9,571 shares
    Change vs previous 13F +96 shares

    0.66% of the 13F portfolio, value $2,319,812.

    13F-HR 0001420506-26-000778 filed by Global Assets Advisory, 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 9,475 shares
    Change vs previous 13F -2,569 shares

    0.8% of the 13F portfolio, value $2,806,449.

    13F-HR 0001420506-26-000219 filed by Global Assets Advisory, 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 12,044 shares
    Change vs previous 13F +3,024 shares

    1.01% of the 13F portfolio, value $3,398,449.

    13F-HR 0001420506-25-002952 filed by Global Assets Advisory, 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 9,020 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,626,659.

    13F-HR 0001420506-25-001562 filed by Global Assets Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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