Kovack Advisors, Inc.: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on IBM, newest first. How the timeline and the estimate are built.
Kovack Advisors, Inc. held 15,217 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 15,217 sharesChange vs previous 13F +1,265 shares
0.21% of the 13F portfolio, value $4,351,316.
13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,952 sharesChange vs previous 13F +1,086 shares
0.18% of the 13F portfolio, value $3,391,574.
13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 12,866 sharesChange vs previous 13F +2,252 shares
0.18% of the 13F portfolio, value $3,810,959.
13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,614 sharesChange vs previous 13F +1,102 shares
0.28% of the 13F portfolio, value $2,994,951.
13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,512 sharesChange vs previous 13F -1,645 shares
0.27% of the 13F portfolio, value $2,803,800.
13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,157 sharesChange vs previous 13F -3,949 shares
0.29% of the 13F portfolio, value $2,774,389.
13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,106 sharesChange vs previous 13F -81 shares
0.33% of the 13F portfolio, value $3,320,755.
13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,187 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $3,357,646.
13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).