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Northstar Advisory Group, LLC: IBM position timeline

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

Northstar Advisory Group, LLC held 2,488 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,488 shares
    Change vs previous 13F +14 shares

    0.22% of the 13F portfolio, value $699,659.

    13F-HR 0001951757-26-001005 filed by Northstar Advisory Group, 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 2,474 shares
    Change vs previous 13F -1,272 shares

    0.23% of the 13F portfolio, value $599,632.

    13F-HR 0001951757-26-000535 filed by Northstar Advisory Group, 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 3,746 shares
    Change vs previous 13F +28 shares

    0.39% of the 13F portfolio, value $1,109,488.

    13F-HR 0001951757-26-000149 filed by Northstar Advisory Group, 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 3,718 shares
    Change vs previous 13F +428 shares

    0.43% of the 13F portfolio, value $1,049,194.

    13F-HR 0001951757-25-001230 filed by Northstar Advisory Group, 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 3,290 shares
    Change vs previous 13F +735 shares

    0.47% of the 13F portfolio, value $969,893.

    13F-HR 0001951757-25-000590 filed by Northstar Advisory Group, 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 2,555 shares
    Change vs previous 13F +1 shares

    0.42% of the 13F portfolio, value $635,334.

    13F-HR 0001951757-25-000349 filed by Northstar Advisory Group, 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 2,554 shares
    Change vs previous 13F -195 shares

    0.29% of the 13F portfolio, value $561,409.

    13F-HR 0001951757-25-000009 filed by Northstar Advisory Group, 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 2,749 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $607,661.

    13F-HR 0001951757-24-001192 filed by Northstar Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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