DHJJ Financial Advisors, Ltd.
Position in IBM — International Business Machines Corp
CIK 1844716
NAPERVILLE, IL
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$145,947
+$20,147 QoQ
Shares Held
519
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,409
of 3,616 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $282,074 across 5 Information Technology Services names. IBM ranks #1 (51.7% of the industry book) .
All Filings in IBM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,947 | 519 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $125,800 | 519 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $153,732 | 519 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $146,441 | 519 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $152,990 | 519 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $34,563 | 139 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $30,556 | 139 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $30,730 | 139 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $24,040 | 139 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $26,543 | 139 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $22,733 | 139 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $19,501 | 139 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||