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RFG Advisory, LLC: IBM position timeline

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

RFG Advisory, LLC held 23,721 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,721 shares
    Change vs previous 13F +609 shares

    0.1% of the 13F portfolio, value $6,670,585.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 23,112 shares
    Change vs previous 13F -1,274 shares

    0.1% of the 13F portfolio, value $5,602,117.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 24,386 shares
    Change vs previous 13F -7,353 shares

    0.14% of the 13F portfolio, value $7,223,478.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 31,739 shares
    Change vs previous 13F +10,923 shares

    0.19% of the 13F portfolio, value $8,955,549.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 20,816 shares
    Change vs previous 13F +3,998 shares

    0.14% of the 13F portfolio, value $6,136,085.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 16,818 shares
    Change vs previous 13F -12,132 shares

    0.11% of the 13F portfolio, value $4,181,905.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 28,950 shares
    Change vs previous 13F +1,049 shares

    0.18% of the 13F portfolio, value $6,364,165.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 27,901 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,168,290.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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