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Zhang Financial LLC: IBM position timeline

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

Zhang Financial LLC held 14,588 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,588 shares
    Change vs previous 13F -8,751 shares

    0.12% of the 13F portfolio, value $4,102,371.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 23,339 shares
    Change vs previous 13F +2,968 shares

    0.2% of the 13F portfolio, value $5,657,088.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 20,371 shares
    Change vs previous 13F +355 shares

    0.23% of the 13F portfolio, value $6,034,113.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 20,016 shares
    Change vs previous 13F +935 shares

    0.23% of the 13F portfolio, value $5,647,544.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 19,081 shares
    Change vs previous 13F -28 shares

    0.26% of the 13F portfolio, value $5,624,773.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 19,109 shares
    Change vs previous 13F +1,032 shares

    0.25% of the 13F portfolio, value $4,751,417.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 18,077 shares
    Change vs previous 13F +686 shares

    0.23% of the 13F portfolio, value $3,973,906.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 17,391 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,844,790.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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