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Disclosery

SGL Investment Advisors, Inc.: IBM position timeline

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

SGL Investment Advisors, Inc. held 25,664 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,664 shares
    Change vs previous 13F +637 shares

    2.09% of the 13F portfolio, value $6,064,660.

    13F-HR 0002043186-26-000003 filed by SGL Investment Advisors, Inc.
    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 25,027 shares
    Change vs previous 13F +467 shares

    2.1% of the 13F portfolio, value $5,594,786.

    13F-HR 0002043186-26-000002 filed by SGL Investment 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 ended2025-12-31
    13F 24,560 shares
    Change vs previous 13F +565 shares

    2.85% of the 13F portfolio, value $7,119,698.

    13F-HR 0002043186-26-000001 filed by SGL Investment 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 ended2025-09-30
    13F 23,995 shares
    Change vs previous 13F -470 shares

    3.05% of the 13F portfolio, value $7,311,996.

    13F-HR 0002043186-25-000006 filed by SGL Investment 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 ended2025-06-30
    13F 24,465 shares
    Change vs previous 13F +42 shares

    3.38% of the 13F portfolio, value $7,105,125.

    13F-HR 0002043186-25-000004 filed by SGL Investment 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 ended2025-03-31
    13F 24,423 shares
    Change vs previous 13F -34 shares

    3.21% of the 13F portfolio, value $6,206,861.

    13F-HR 0002043186-25-000003 filed by SGL Investment 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 ended2024-12-31
    13F 24,457 shares
    Change vs previous 13F +2,758 shares

    3.15% of the 13F portfolio, value $6,256,345.

    13F-HR 0002043186-25-000002 filed by SGL Investment Advisors, Inc.
    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 21,699 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $4,534,874.

    13F-HR 0002043186-24-000004 filed by SGL Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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