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Round Rock Advisors LLC: IBM position timeline

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

Round Rock Advisors LLC held 11,577 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,577 shares
    Change vs previous 13F +370 shares

    0.42% of the 13F portfolio, value $3,255,470.

    13F-HR 0001951757-26-001257 filed by Round Rock 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 11,207 shares
    Change vs previous 13F -2,216 shares

    0.42% of the 13F portfolio, value $2,716,573.

    13F-HR 0001951757-26-000878 filed by Round Rock 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/A 13,423 shares
    Change vs previous 13F -2,375 shares

    0.6% of the 13F portfolio, value $3,975,919.

    13F-HR/A 0001951757-26-000520 filed by Round Rock 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 15,798 shares
    Change vs previous 13F +383 shares

    0.71% of the 13F portfolio, value $4,457,515.

    13F-HR 0001951757-25-001443 filed by Round Rock 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 15,415 shares
    Change vs previous 13F +420 shares

    0.78% of the 13F portfolio, value $4,543,992.

    13F-HR 0001951757-25-001039 filed by Round Rock 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 14,995 shares
    Change vs previous 13F +662 shares

    0.69% of the 13F portfolio, value $3,728,729.

    13F-HR 0001951757-25-000487 filed by Round Rock 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 14,333 shares
    Change vs previous 13F +711 shares

    0.65% of the 13F portfolio, value $3,150,888.

    13F-HR 0001951757-25-000115 filed by Round Rock 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 13,622 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,011,609.

    13F-HR 0001951757-24-001162 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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