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HENNESSY ADVISORS INC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HENNESSY ADVISORS INC on IBM, newest first. How the timeline and the estimate are built.

HENNESSY ADVISORS INC held 22,596 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,596 shares
    Change vs previous 13F +46 shares

    0.2% of the 13F portfolio, value $6,354,221.

    13F-HR 0000897069-26-001507 filed by HENNESSY ADVISORS INC
    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 22,550 shares
    Change vs previous 13F -7,600 shares

    0.2% of the 13F portfolio, value $5,465,895.

    13F-HR 0000897069-26-000920 filed by HENNESSY ADVISORS INC
    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 30,150 shares
    Change vs previous 13F -10,650 shares

    0.32% of the 13F portfolio, value $8,930,732.

    13F-HR 0000897069-26-000187 filed by HENNESSY ADVISORS INC
    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 40,800 shares
    Change vs previous 13F -800 shares

    0.4% of the 13F portfolio, value $11,512,128.

    13F-HR 0000897069-25-001587 filed by HENNESSY ADVISORS INC
    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 41,600 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $12,262,848.

    13F-HR 0000897069-25-001186 filed by HENNESSY ADVISORS INC
    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 41,600 shares
    Change vs previous 13F -9,192 shares

    0.34% of the 13F portfolio, value $10,344,256.

    13F-HR 0000897069-25-000822 filed by HENNESSY ADVISORS INC
    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 50,792 shares
    Change vs previous 13F -3,556 shares

    0.33% of the 13F portfolio, value $11,165,605.

    13F-HR 0000897069-25-000103 filed by HENNESSY ADVISORS INC
    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 54,348 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $12,015,256.

    13F-HR 0000897069-24-001965 filed by HENNESSY ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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