Southeast Asset Advisors, LLC: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Southeast Asset Advisors, LLC on IBM, newest first. How the timeline and the estimate are built.
Southeast Asset Advisors, LLC held 3,344 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,344 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $940,366.
13F-HR 0001104659-26-096651 filed by Southeast Asset Advisors, 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 3,344 sharesChange vs previous 13F -500 shares
0.09% of the 13F portfolio, value $810,552.
13F-HR 0001104659-26-059874 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,844 sharesChange vs previous 13F -1 shares
0.11% of the 13F portfolio, value $1,138,631.
13F-HR 0001104659-26-015207 filed by Southeast Asset Advisors, 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 3,845 sharesChange vs previous 13F +167 shares
0.12% of the 13F portfolio, value $1,084,905.
13F-HR 0001104659-25-108267 filed by Southeast Asset Advisors, 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 3,678 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $1,084,201.
13F-HR 0001104659-25-076885 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,678 sharesChange vs previous 13F +1,395 shares
0.11% of the 13F portfolio, value $914,571.
13F-HR 0001104659-25-048429 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,283 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $501,872.
13F-HR 0001104659-25-012627 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,283 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $504,726.
13F-HR 0001104659-24-117631 filed by Southeast Asset Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).