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Disclosery

RTD Financial Advisors, Inc.: IBM position timeline

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

RTD Financial Advisors, Inc. held 8,233 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,233 shares
    Change vs previous 13F +1,600 shares

    0.2% of the 13F portfolio, value $1,810,684.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,633 shares
    Change vs previous 13F +5,672 shares

    0.2% of the 13F portfolio, value $1,865,266.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 961 shares
    Change vs previous 13F +154 shares

    0.03% of the 13F portfolio, value $232,937.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 807 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $239,042.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 799 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $225,446.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 799 shares
    Change vs previous 13F -15 shares

    0.03% of the 13F portfolio, value $235,530.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 814 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $202,410.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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