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Old Port Advisors: IBM position timeline

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

Old Port Advisors held 20,587 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,587 shares
    Change vs previous 13F +22 shares

    1.14% of the 13F portfolio, value $5,789,275.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 20,565 shares
    Change vs previous 13F -46 shares

    1.15% of the 13F portfolio, value $4,984,743.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 20,611 shares
    Change vs previous 13F -20 shares

    1.5% of the 13F portfolio, value $6,105,077.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 20,631 shares
    Change vs previous 13F -216 shares

    1.47% of the 13F portfolio, value $5,821,129.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 20,847 shares
    Change vs previous 13F +187 shares

    1.68% of the 13F portfolio, value $6,145,145.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 20,660 shares
    Change vs previous 13F -208 shares

    1.52% of the 13F portfolio, value $5,137,191.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 20,868 shares
    Change vs previous 13F +570 shares

    1.32% of the 13F portfolio, value $4,587,512.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 20,298 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,487,570.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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