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Journey Advisory Group, LLC: IBM position timeline

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

Journey Advisory Group, LLC held 10,819 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,819 shares
    Change vs previous 13F +1,895 shares

    0.23% of the 13F portfolio, value $3,042,411.

    13F-HR 0001765380-26-000267 filed by Journey Advisory 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 8,924 shares
    Change vs previous 13F -5,350 shares

    0.19% of the 13F portfolio, value $2,163,088.

    13F-HR 0001765380-26-000165 filed by Journey Advisory 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 14,274 shares
    Change vs previous 13F +387 shares

    0.36% of the 13F portfolio, value $4,228,102.

    13F-HR 0001765380-26-000040 filed by Journey Advisory 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 13,887 shares
    Change vs previous 13F +3,898 shares

    0.29% of the 13F portfolio, value $3,918,356.

    13F-HR 0001765380-25-000453 filed by Journey Advisory 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 9,989 shares
    Change vs previous 13F +1,954 shares

    0.23% of the 13F portfolio, value $2,944,576.

    13F-HR 0001765380-25-000270 filed by Journey Advisory 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 8,035 shares
    Change vs previous 13F -1,844 shares

    0.16% of the 13F portfolio, value $1,997,991.

    13F-HR 0001765380-25-000221 filed by Journey Advisory 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 9,879 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,708,574.

    13F-HR 0001765380-25-000042 filed by Journey Advisory 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 9,879 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,708,574.

    13F-HR 0001765380-24-000446 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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