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Souders Financial Advisors: IBM position timeline

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

Souders Financial Advisors held 4,947 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,947 shares
    Change vs previous 13F -276 shares

    0.14% of the 13F portfolio, value $1,391,274.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 5,223 shares
    Change vs previous 13F -513 shares

    0.14% of the 13F portfolio, value $1,266,035.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 5,736 shares
    Change vs previous 13F +483 shares

    0.19% of the 13F portfolio, value $1,699,205.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 5,253 shares
    Change vs previous 13F -379 shares

    0.18% of the 13F portfolio, value $1,482,233.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 5,632 shares
    Change vs previous 13F +316 shares

    0.21% of the 13F portfolio, value $1,660,312.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 5,316 shares
    Change vs previous 13F -104 shares

    0.18% of the 13F portfolio, value $1,321,836.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 5,420 shares
    Change vs previous 13F -158 shares

    0.17% of the 13F portfolio, value $1,191,491.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 5,578 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,233,195.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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