Safeguard Investment Advisory Group, LLC: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Safeguard Investment Advisory Group, LLC on IBM, newest first. How the timeline and the estimate are built.
Safeguard Investment Advisory Group, LLC held 739 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 739 sharesChange vs previous 13F +739 shares
0.05% of the 13F portfolio, value $207,941.
13F-HR 0001172661-26-003409 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -1,007 shares
13F-HR 0001172661-26-001861 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,007 sharesChange vs previous 13F -713 shares
0.08% of the 13F portfolio, value $298,388.
13F-HR 0001172661-26-000736 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,720 sharesChange vs previous 13F +176 shares
0.12% of the 13F portfolio, value $485,515.
13F-HR 0001172661-25-004779 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,544 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $455,167.
13F-HR 0001172661-25-003353 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).