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Independent Advisor Alliance: IBM position timeline

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

Independent Advisor Alliance held 59,333 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,333 shares
    Change vs previous 13F +1,885 shares

    0.39% of the 13F portfolio, value $16,685,011.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 57,448 shares
    Change vs previous 13F -12,897 shares

    0.15% of the 13F portfolio, value $13,924,869.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 70,345 shares
    Change vs previous 13F +168 shares

    0.51% of the 13F portfolio, value $20,837,108.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 70,177 shares
    Change vs previous 13F -1,248 shares

    0.51% of the 13F portfolio, value $19,801,185.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 71,425 shares
    Change vs previous 13F +162 shares

    0.61% of the 13F portfolio, value $21,054,661.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 71,263 shares
    Change vs previous 13F +10,997 shares

    0.59% of the 13F portfolio, value $17,720,316.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 60,266 shares
    Change vs previous 13F +5,629 shares

    0.18% of the 13F portfolio, value $13,248,223.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 54,637 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $12,079,020.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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