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Global Financial Private Client, LLC: IBM position timeline

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

Global Financial Private Client, LLC held 10,677 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,677 shares
    Change vs previous 13F +162 shares

    0.81% of the 13F portfolio, value $3,002,543.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 10,515 shares
    Change vs previous 13F +400 shares

    0.83% of the 13F portfolio, value $2,548,664.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 10,115 shares
    Change vs previous 13F -304 shares

    1.05% of the 13F portfolio, value $2,996,217.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 10,419 shares
    Change vs previous 13F -129 shares

    1.05% of the 13F portfolio, value $2,939,751.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 10,548 shares
    Change vs previous 13F +41 shares

    1.17% of the 13F portfolio, value $3,109,401.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 10,507 shares
    Change vs previous 13F -109 shares

    1% of the 13F portfolio, value $2,612,847.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 10,616 shares
    Change vs previous 13F +2,086 shares

    0.88% of the 13F portfolio, value $2,333,756.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, 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 8,530 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,885,949.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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