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SECURED RETIREMENT ADVISORS, LLC: IBM position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 5,371 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,371 shares
    Change vs previous 13F -5,302 shares

    0.78% of the 13F portfolio, value $1,510,403.

    13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT 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 10,673 shares
    Change vs previous 13F +3,746 shares

    1.46% of the 13F portfolio, value $2,587,094.

    13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT 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 6,927 shares
    Change vs previous 13F -1,086 shares

    1.15% of the 13F portfolio, value $2,051,942.

    13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT 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 8,013 shares
    Change vs previous 13F -21 shares

    1.26% of the 13F portfolio, value $2,260,952.

    13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT 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 8,034 shares
    Change vs previous 13F +2,531 shares

    1.41% of the 13F portfolio, value $2,368,263.

    13F-HR 0001085146-25-004057 filed by SECURED RETIREMENT 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 5,503 shares
    Change vs previous 13F -1,173 shares

    0.88% of the 13F portfolio, value $1,368,376.

    13F-HR 0001085146-25-002531 filed by SECURED RETIREMENT 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 6,676 shares
    Change vs previous 13F +5,375 shares

    0.84% of the 13F portfolio, value $1,467,587.

    13F-HR 0001085146-25-000642 filed by SECURED RETIREMENT 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 1,301 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $287,618.

    13F-HR 0001085146-24-005199 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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