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Advisor OS, LLC: IBM position timeline

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

Advisor OS, LLC held 9,485 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,485 shares
    Change vs previous 13F -1,079 shares

    0.18% of the 13F portfolio, value $2,667,175.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 10,564 shares
    Change vs previous 13F +675 shares

    0.19% of the 13F portfolio, value $2,560,433.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 9,889 shares
    Change vs previous 13F +489 shares

    0.24% of the 13F portfolio, value $2,929,249.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 9,400 shares
    Change vs previous 13F +577 shares

    0.23% of the 13F portfolio, value $2,652,515.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 8,823 shares
    Change vs previous 13F +252 shares

    0.26% of the 13F portfolio, value $2,601,002.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 8,571 shares
    Change vs previous 13F +648 shares

    0.24% of the 13F portfolio, value $2,131,299.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 7,923 shares
    Change vs previous 13F -392 shares

    0.2% of the 13F portfolio, value $1,741,792.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 8,315 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,838,342.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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