Innovative Asset Advisors Group, LLC

Position in IBM — International Business Machines Corp

CIK 2127147 SHELTON, CT

Position in IBM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$491,836

-$80,689 QoQ

Shares Held

1,749

-26.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,535

of 3,611 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Innovative Asset Advisors Group, LLC holds $752,743 across 3 Information Technology Services names. IBM ranks #1 (65.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	1,749	$491,836
2	BR	Broadridge Financial Solutions, Inc.	1,486	$203,507
3	KEEL	Keel Infrastructure Corp.	10,000	$57,400

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,836	1,749	-26.0%	Shares	Sole	2026-08-05
2026-03-31	$572,525	2,362	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.