New England Capital Financial Advisors LLC
Position in IBM — International Business Machines Corp
CIK 1964652
MERIDEN, CT
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$75,926
+$10,481 QoQ
Shares Held
270
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,485
of 3,611 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $146,313 across 4 Information Technology Services names. IBM ranks #1 (51.9% of the industry book) .
All Filings in IBM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,926 | 270 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $65,445 | 270 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $139,218 | 470 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $132,615 | 470 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $138,546 | 470 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $104,934 | 422 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $92,548 | 421 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $93,074 | 421 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $72,811 | 421 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $80,394 | 421 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $64,275 | 393 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $55,137 | 393 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $52,587 | 393 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $51,518 | 393 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $55,369 | 393 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||