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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

  1. period ended2026-06-30
    13F 15,217 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 13,952 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F/A 12,866 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 10,614 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 9,512 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 11,157 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 15,106 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 15,187 shares
    Change 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), ingested

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