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Disclosery

IMZ Advisory Inc: IBM position timeline

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

IMZ Advisory Inc held 3,837 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,837 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,079,068.

    13F-HR 0002017735-26-000003 filed by IMZ Advisory 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 3,837 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $930,037.

    13F-HR 0002017735-26-000002 filed by IMZ Advisory 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 3,837 shares
    Change vs previous 13F +1 shares

    0.42% of the 13F portfolio, value $1,136,446.

    13F-HR 0002017735-26-000001 filed by IMZ Advisory 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 3,836 shares
    Change vs previous 13F -377 shares

    0.4% of the 13F portfolio, value $1,082,469.

    13F-HR 0001085146-25-005859 filed by IMZ Advisory 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 4,213 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,204,388.

    13F-HR 0001085146-25-004079 filed by IMZ Advisory 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 4,213 shares
    Change vs previous 13F +1 shares

    0.48% of the 13F portfolio, value $1,047,549.

    13F-HR 0001085146-25-001957 filed by IMZ Advisory 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 4,212 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $926,030.

    13F-HR 0001085146-25-000146 filed by IMZ Advisory 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 4,212 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $951,946.

    13F-HR 0001085146-24-004690 filed by IMZ Advisory Inc
    Filed (acceptance time not in the bulk data set), ingested

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