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NewEdge Advisors, LLC: IBM position timeline

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

NewEdge Advisors, LLC held 198,163 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,163 shares
    Change vs previous 13F +1,994 shares

    0.17% of the 13F portfolio, value $55,725,619.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 196,169 shares
    Change vs previous 13F -183,086 shares

    0.17% of the 13F portfolio, value $47,549,338.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 379,255 shares
    Change vs previous 13F +20,146 shares

    0.41% of the 13F portfolio, value $112,339,019.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 359,109 shares
    Change vs previous 13F +38,341 shares

    0.46% of the 13F portfolio, value $101,325,873.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 320,768 shares
    Change vs previous 13F +20,884 shares

    0.49% of the 13F portfolio, value $94,555,970.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 299,884 shares
    Change vs previous 13F +24,860 shares

    0.44% of the 13F portfolio, value $74,569,041.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 275,024 shares
    Change vs previous 13F +158,670 shares

    0.36% of the 13F portfolio, value $60,458,466.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 116,354 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $25,723,463.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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