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Steward Partners Investment Advisory, LLC: IBM position timeline

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

Steward Partners Investment Advisory, LLC held 147,719 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,719 shares
    Change vs previous 13F +15,477 shares

    0.21% of the 13F portfolio, value $41,540,192.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 132,242 shares
    Change vs previous 13F -18,537 shares

    0.16% of the 13F portfolio, value $32,054,151.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 150,779 shares
    Change vs previous 13F -4,469 shares

    0.24% of the 13F portfolio, value $44,661,970.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 155,248 shares
    Change vs previous 13F +8,023 shares

    0.25% of the 13F portfolio, value $43,804,807.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 147,225 shares
    Change vs previous 13F +2,054 shares

    0.34% of the 13F portfolio, value $43,398,937.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 145,171 shares
    Change vs previous 13F +18,437 shares

    0.32% of the 13F portfolio, value $36,098,158.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 126,734 shares
    Change vs previous 13F +25,457 shares

    0.25% of the 13F portfolio, value $27,859,870.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 101,277 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $22,390,471.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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