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Koenig Investment Advisory, LLC: IBM position timeline

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

Koenig Investment Advisory, LLC held 10,154 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,154 shares
    Change vs previous 13F -228 shares

    1.64% of the 13F portfolio, value $2,233,114.

    13F-HR 0002114481-26-000005 filed by Koenig Investment Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,382 shares
    Change vs previous 13F -12 shares

    2.27% of the 13F portfolio, value $2,919,615.

    13F-HR 0002114481-26-000003 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,394 shares
    Change vs previous 13F -198 shares

    2.14% of the 13F portfolio, value $2,519,482.

    13F-HR 0002114481-26-000002 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,592 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $2,563,502.

    13F-HR 0002114481-26-000001 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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