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Disclosery

Intrua Financial, LLC: IBM position timeline

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

Intrua Financial, LLC held 5,342 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,342 shares
    Change vs previous 13F +326 shares

    0.14% of the 13F portfolio, value $1,502,047.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 5,016 shares
    Change vs previous 13F -160 shares

    0.13% of the 13F portfolio, value $1,215,738.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 5,176 shares
    Change vs previous 13F +1,429 shares

    0.17% of the 13F portfolio, value $1,533,035.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 3,747 shares
    Change vs previous 13F +675 shares

    0.12% of the 13F portfolio, value $1,057,131.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 3,072 shares
    Change vs previous 13F -16 shares

    0.13% of the 13F portfolio, value $905,479.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 3,088 shares
    Change vs previous 13F +138 shares

    0.12% of the 13F portfolio, value $767,893.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 2,950 shares
    Change vs previous 13F -368 shares

    0.11% of the 13F portfolio, value $648,510.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 3,318 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $733,447.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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