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Valeo Financial Advisors, LLC: IBM position timeline

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

Valeo Financial Advisors, LLC held 16,155 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 16,155 shares
    Change vs previous 13F +512 shares

    0.07% of the 13F portfolio, value $3,552,868.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,643 shares
    Change vs previous 13F -897 shares

    0.09% of the 13F portfolio, value $4,399,022.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    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 16,540 shares
    Change vs previous 13F -1,820 shares

    0.1% of the 13F portfolio, value $4,009,113.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,360 shares
    Change vs previous 13F +306 shares

    0.12% of the 13F portfolio, value $5,438,284.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,054 shares
    Change vs previous 13F +737 shares

    0.12% of the 13F portfolio, value $5,094,105.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 17,317 shares
    Change vs previous 13F +2,480 shares

    0.13% of the 13F portfolio, value $5,104,772.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    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 14,837 shares
    Change vs previous 13F +741 shares

    0.1% of the 13F portfolio, value $3,689,259.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,096 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,098,772.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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