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Mutual Advisors, LLC: IBM position timeline

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

Mutual Advisors, LLC held 37,074 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,074 shares
    Change vs previous 13F +1,528 shares

    0.2% of the 13F portfolio, value $10,425,591.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 35,546 shares
    Change vs previous 13F +3,497 shares

    0.18% of the 13F portfolio, value $8,615,957.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 32,049 shares
    Change vs previous 13F +300 shares

    0.2% of the 13F portfolio, value $9,493,222.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 31,749 shares
    Change vs previous 13F +1,972 shares

    0.2% of the 13F portfolio, value $9,048,511.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 29,777 shares
    Change vs previous 13F +1,334 shares

    0.19% of the 13F portfolio, value $7,733,674.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 28,443 shares
    Change vs previous 13F -9,741 shares

    0.19% of the 13F portfolio, value $6,610,354.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 38,184 shares
    Change vs previous 13F +358 shares

    0.25% of the 13F portfolio, value $8,502,057.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 37,826 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,260,804.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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