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TOTH FINANCIAL ADVISORY CORP: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on IBM, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 26,049 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,049 shares
    Change vs previous 13F -1,261 shares

    0.57% of the 13F portfolio, value $5,728,993.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,310 shares
    Change vs previous 13F -807 shares

    0.75% of the 13F portfolio, value $7,679,899.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 28,117 shares
    Change vs previous 13F -374 shares

    0.75% of the 13F portfolio, value $6,815,297.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,491 shares
    Change vs previous 13F -431 shares

    0.92% of the 13F portfolio, value $8,439,175.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,922 shares
    Change vs previous 13F -294 shares

    0.88% of the 13F portfolio, value $8,160,741.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 29,216 shares
    Change vs previous 13F +423 shares

    1.01% of the 13F portfolio, value $8,612,396.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 28,793 shares
    Change vs previous 13F -2,074 shares

    0.86% of the 13F portfolio, value $7,159,574.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,867 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,785,464.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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