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HighPoint Advisor Group LLC: IBM position timeline

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

HighPoint Advisor Group LLC held 10,912 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,912 shares
    Change vs previous 13F +1,470 shares

    0.11% of the 13F portfolio, value $3,068,667.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 9,442 shares
    Change vs previous 13F -55,215 shares

    0.1% of the 13F portfolio, value $2,288,589.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group 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/A 64,657 shares
    Change vs previous 13F +9,208 shares

    0.42% of the 13F portfolio, value $19,151,820.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor Group 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 55,449 shares
    Change vs previous 13F +1,705 shares

    0.75% of the 13F portfolio, value $15,645,354.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor Group 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 53,744 shares
    Change vs previous 13F +1,339 shares

    0.84% of the 13F portfolio, value $15,842,612.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor Group 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 52,405 shares
    Change vs previous 13F +958 shares

    0.73% of the 13F portfolio, value $12,545,234.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor Group 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 51,447 shares
    Change vs previous 13F +433 shares

    0.71% of the 13F portfolio, value $13,066,266.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor Group 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 51,014 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $11,278,262.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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