Cadent Capital Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1803536
TULSA, OK
Position in IBM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$329,859
+$66,139 QoQ
Shares Held
1,173
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,908
of 3,616 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Cadent Capital Advisors, LLC holds $3,000,284 across 3 Information Technology Services names. IBM ranks #3 (11.0% of the industry book) .
All Filings in IBM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,859 | 1,173 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $263,720 | 1,088 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $321,387 | 1,085 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $308,400 | 1,093 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||