INSIGNEO ADVISORY SERVICES, LLC
Position in IBM — International Business Machines Corp
CIK 1964958
MIAMI, FL
Position in IBM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,962,874
-$196,200 QoQ
Shares Held
8,098
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026INSIGNEO ADVISORY SERVICES, LLC holds $3,069,936 across 5 Information Technology Services names. IBM ranks #1 (63.9% of the industry book) .
All Filings in IBM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,962,874 | 8,098 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,159,074 | 7,289 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,205,080 | 7,815 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,174,002 | 7,375 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,823,423 | 7,333 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,368,661 | 6,226 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,218,095 | 10,033 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,624,519 | 9,393 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,849,638 | 9,686 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,333,096 | 8,151 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $592,346 | 4,222 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $878,596 | 6,566 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $443,608 | 3,384 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $459,864 | 3,264 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||