LEVEL FOUR ADVISORY SERVICES, LLC
Position in IBM — International Business Machines Corp
CIK 1696715
DALLAS, TX
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,999,844
+$1,280,450 QoQ
Shares Held
32,004
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#616
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Sep 30, 2020CallValue
$60,834
CallShares
523
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $14,910,169 across 6 Information Technology Services names. IBM ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
32,004 | $8,999,844 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
34,441 | $4,716,694 | |
| 3 | CDW |
CDW Corp
|
3,658 | $514,461 | |
| 4 | PSN |
Parsons Corp
|
6,343 | $332,309 | |
| 5 | ACN |
Accenture plc
|
2,431 | $302,513 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
12,084 | $44,348 |
All Filings in IBM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,999,844 | 32,004 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,719,394 | 31,847 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,599,568 | 29,032 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,764,478 | 27,518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,189,872 | 27,783 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,284,494 | 29,295 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,381,225 | 29,028 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,624,441 | 29,964 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,332,734 | 42,398 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,930,683 | 52,004 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,241,120 | 50,389 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,060,036 | 50,321 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,465,163 | 48,316 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,002,742 | 45,791 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $6,611,545 | 46,927 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,489,592 | 37,788 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,103,171 | 36,144 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,294,560 | 33,030 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,461,704 | 33,381 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,577,587 | 25,751 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,988,604 | 34,031 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,820,430 | 28,669 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,962,334 | 23,533 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $60,834 | 500 | Call | Sole | 2020-11-02 | |
| 2020-09-30 | $3,290,564 | 27,045 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,411,752 | 28,250 | Shares | Sole | 2020-08-17 | |
| 2020-06-30 | $603 | 5 | Call | Sole | 2020-08-17 | |
| 2020-03-31 | $3,212,975 | 28,964 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||