True Link Financial Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1846236 SAN FRANCISCO, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$515,176

+$74,511 QoQ

Shares Held

1,832

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.66%

of 13F equity value

Holder Rank

#2,485

of 3,616 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

True Link Financial Advisors, LLC holds $515,176 across 1 Information Technology Services name. IBM ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	1,832	$515,176

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,176	1,832	+0.8%	Shares	Sole	2026-07-31
2026-03-31	$440,665	1,818	-1.2%	Shares	Sole	2026-04-29
2025-12-31	$545,322	1,841	-0.5%	Shares	Sole	2026-01-29
2025-09-30	$522,278	1,851	-2.9%	Shares	Sole	2025-11-06
2025-06-30	$561,850	1,906	-2.2%	Shares	Sole	2025-07-24
2025-03-31	$484,389	1,948	+1.5%	Shares	Sole	2025-04-21
2024-12-31	$422,073	1,920	+4.6%	Shares	Sole	2025-01-16
2024-09-30	$405,681	1,835	+9.9%	Shares	Sole	2024-10-25
2024-06-30	$288,653	1,669	-1.1%	Shares	Sole	2024-07-12
2024-03-31	$322,149	1,687	-2.5%	Shares	Sole	2024-04-19
2023-12-31	$283,105	1,731	+15636.4%	Shares	Sole	2024-01-19
2021-12-31	$1,470	11	-85.3%	Shares	Sole	2022-02-01
2021-09-30	$10,419	75	0.0%	Shares	Sole	2021-10-29
2021-06-30	$10,994	75	+581.8%	Shares	Sole	2021-08-19
2021-03-31	$1,465	11	0.0%	Shares	Sole	2021-05-17
2020-12-31	$1,384	11	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.