REILLY FINANCIAL ADVISORS, LLC: IBM position timeline

REILLY FINANCIAL ADVISORS, LLC held 460 IBM shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

1. period ended2021-12-31

   13F 460 shares

   Change vs previous 13F -937 shares

   <0.01% of the 13F portfolio, value $61,000.

   13F-HR 0001363561-22-000002 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2022-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

2. period ended2021-09-30

   13F 1,397 shares

   Change vs previous 13F -163 shares

   0.02% of the 13F portfolio, value $194,000.

   13F-HR 0001363561-21-000006 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

3. period ended2021-06-30

   13F 1,560 shares

   Change vs previous 13F -220 shares

   0.02% of the 13F portfolio, value $229,000.

   13F-HR 0001363561-21-000005 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-08-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

4. period ended2021-03-31

   13F 1,780 shares

   Change vs previous 13F +336 shares

   0.02% of the 13F portfolio, value $237,000.

   13F-HR 0001363561-21-000004 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

5. period ended2020-12-31

   13F 1,444 shares

   Change vs previous 13F -115 shares

   0.02% of the 13F portfolio, value $182,000.

   13F-HR 0001363561-21-000002 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2021-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

6. period ended2020-09-30

   13F 1,559 shares

   Change vs previous 13F -1,472 shares

   0.02% of the 13F portfolio, value $190,000.

   13F-HR 0001363561-20-000008 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2020-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

7. period ended2020-06-30

   13F 3,031 shares

   Change vs previous 13F -195 shares

   0.04% of the 13F portfolio, value $366,000.

   13F-HR 0001363561-20-000006 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2020-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

8. period ended2020-03-31

   13F 3,226 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $358,000.

   13F-HR 0001363561-20-000004 filed by REILLY FINANCIAL ADVISORS, LLC
   Filed 2020-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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