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J. W. Coons Advisors, LLC: IBM position timeline

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

J. W. Coons Advisors, LLC held 23,990 IBM shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 23,990 shares
    Change vs previous 13F +3,682 shares

    1.6% of the 13F portfolio, value $7,071,773.

    13F-HR 0001765380-25-000287 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 20,308 shares
    Change vs previous 13F +500 shares

    1.33% of the 13F portfolio, value $5,049,788.

    13F-HR 0001765380-25-000170 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 19,808 shares
    Change vs previous 13F +197 shares

    1.12% of the 13F portfolio, value $4,354,393.

    13F-HR 0001765380-25-000034 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 19,611 shares
    Change vs previous 13F +290 shares

    1.08% of the 13F portfolio, value $4,335,600.

    13F-HR 0001765380-24-000409 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 19,321 shares
    Change vs previous 13F -412 shares

    0.81% of the 13F portfolio, value $3,341,567.

    13F-HR 0001765380-24-000246 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 19,733 shares
    Change vs previous 13F +1,357 shares

    0.85% of the 13F portfolio, value $3,768,214.

    13F-HR 0001765380-24-000199 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F/A 18,376 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $3,005,395.

    13F-HR/A 0001765380-24-000143 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 18,376 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,578,153.

    13F-HR 0001765380-23-000214 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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