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Powell Investment Advisors, LLC: IBM position timeline

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

Powell Investment Advisors, LLC held 4,588 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,588 shares
    Change vs previous 13F +2 shares

    0.41% of the 13F portfolio, value $1,290,163.

    13F-HR 0001398344-26-012921 filed by Powell Investment 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 4,586 shares
    Change vs previous 13F +2 shares

    0.38% of the 13F portfolio, value $1,111,597.

    13F-HR 0001398344-26-007031 filed by Powell Investment 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 4,584 shares
    Change vs previous 13F +2 shares

    0.47% of the 13F portfolio, value $1,357,792.

    13F-HR 0001398344-26-002474 filed by Powell Investment 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 4,582 shares
    Change vs previous 13F +2 shares

    0.45% of the 13F portfolio, value $1,292,911.

    13F-HR 0001398344-25-020813 filed by Powell Investment 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 4,580 shares
    Change vs previous 13F +2 shares

    0.51% of the 13F portfolio, value $1,350,145.

    13F-HR 0001398344-25-013472 filed by Powell Investment 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 4,578 shares
    Change vs previous 13F +2 shares

    0.56% of the 13F portfolio, value $1,138,440.

    13F-HR 0001398344-25-009038 filed by Powell Investment 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 4,576 shares
    Change vs previous 13F +2 shares

    0.47% of the 13F portfolio, value $1,006,022.

    13F-HR 0001398344-25-001323 filed by Powell Investment 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 4,574 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,011,260.

    13F-HR 0001398344-24-019766 filed by Powell Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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