Laurel Wealth Advisors LLC: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laurel Wealth Advisors LLC on IBM, newest first. How the timeline and the estimate are built.
Laurel Wealth Advisors LLC held 6,610 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 6,610 sharesChange vs previous 13F +59 shares
0.18% of the 13F portfolio, value $1,858,788.
13F-HR 0001757128-26-000003 filed by Laurel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,551 sharesChange vs previous 13F +289 shares
0.15% of the 13F portfolio, value $1,505,150.
13F-HR 0001757128-26-000002 filed by Laurel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,262 sharesChange vs previous 13F -158 shares
0.25% of the 13F portfolio, value $1,854,787.
13F-HR 0001757128-26-000001 filed by Laurel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,420 sharesChange vs previous 13F -37 shares
0.25% of the 13F portfolio, value $1,811,391.
13F-HR 0001757128-25-000008 filed by Laurel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 6,457 sharesChange vs previous 13F -333 shares
0.28% of the 13F portfolio, value $1,903,116.
13F-HR/A 0001757128-25-000009 filed by Laurel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,790 sharesChange vs previous 13F +1 shares
0.26% of the 13F portfolio, value $1,688,204.
13F-HR 0001757128-25-000003 filed by Laurel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,789 sharesChange vs previous 13F -109 shares
0.23% of the 13F portfolio, value $1,492,279.
13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,898 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $1,524,865.
13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).