INDEPENDENT FINANCIAL GROUP, LLC

Position in IBM — International Business Machines Corp

CIK 275484 SAN DIEGO, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$9,083,645

-$3,965,905 QoQ

Shares Held

32,302

-40.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#615

of 3,626 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $9,732,859 across 4 Information Technology Services names. IBM ranks #1 (93.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	32,302	$9,083,645
2	KD	Kyndryl Holdings, Inc.	23,852	$269,766
3	FIS	Fidelity National Information Services, Inc.	6,501	$252,758
4	TSSI	TSS, Inc.	10,300	$126,690

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,083,645	32,302	-40.0%	Shares	Sole	2026-07-15
2026-03-31	$13,049,550	53,837	-13.6%	Shares	Sole	2026-05-15
2025-12-31	$18,453,586	62,299	+30.1%	Shares	Sole	2026-05-15
2025-09-30	$13,516,028	47,902	+42.0%	Shares	Sole	2026-05-15
2025-06-30	$9,943,813	33,733	+10.9%	Shares	Sole	2026-05-15
2025-03-31	$7,560,507	30,405	+79.0%	Shares	Sole	2026-05-19
2024-12-31	$3,734,911	16,990	+0.6%	Shares	Sole	2026-06-12
2024-09-30	$3,732,272	16,882	+2.3%	Shares	Sole	2026-06-12
2024-06-30	$2,855,404	16,510	-20.9%	Shares	Sole	2026-06-12
2024-03-31	$3,988,008	20,884	+4.8%	Shares	Sole	2026-06-12
2023-12-31	$3,259,715	19,931	+12.0%	Shares	Sole	2026-06-12
2023-09-30	$2,496,217	17,792	+61.4%	Shares	Sole	2026-06-12
2023-06-30	$1,474,987	11,023	-4.6%	Shares	Sole	2026-06-12
2023-03-31	$1,514,351	11,552	+50.1%	Shares	Sole	2026-06-12
2022-12-31	$1,084,289	7,696	-6.6%	Shares	Sole	2026-06-15
2022-09-30	$978,519	8,236	-3.4%	Shares	Sole	2026-06-15
2022-06-30	$1,204,209	8,529	-50.9%	Shares	Sole	2026-06-12
2022-03-31	$2,257,147	17,360	-7.0%	Shares	Sole	2026-06-12
2021-12-31	$2,496,234	18,676	+112.3%	Shares	Sole	2026-06-15
2021-09-30	$1,168,552	8,798	-26.4%	Shares	Sole	2026-06-15
2021-06-30	$1,674,993	11,952	+12.5%	Shares	Sole	2026-06-15
2021-03-31	$1,353,493	10,624	-3.9%	Shares	Sole	2026-06-15
2020-12-31	$1,329,803	11,050	+51.3%	Shares	Sole	2026-06-15
2020-09-30	$849,479	7,303	+5.6%	Shares	Sole	2026-06-15
2020-06-30	$798,282	6,914	+40.4%	Shares	Sole	2026-06-15
2020-03-31	$522,410	4,926	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.