Skip to content

TFG Advisers LLC: IBM position timeline

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

TFG Advisers LLC held 12,401 IBM shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 12,401 shares
    Change vs previous 13F +316 shares

    1.25% of the 13F portfolio, value $3,655,680.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 12,085 shares
    Change vs previous 13F +535 shares

    1.09% of the 13F portfolio, value $3,004,987.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 11,550 shares
    Change vs previous 13F +756 shares

    0.91% of the 13F portfolio, value $2,539,090.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 10,794 shares
    Change vs previous 13F +751 shares

    0.86% of the 13F portfolio, value $2,386,375.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 10,043 shares
    Change vs previous 13F +830 shares

    0.67% of the 13F portfolio, value $1,736,925.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 9,213 shares
    Change vs previous 13F +776 shares

    0.69% of the 13F portfolio, value $1,759,227.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 8,437 shares
    Change vs previous 13F +899 shares

    0.58% of the 13F portfolio, value $1,379,859.

    13F-HR 0001172661-24-000780 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,538 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,057,570.

    13F-HR 0001172661-23-003461 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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