Kovack Advisors, Inc.

SEC CIK: 0001728321
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

IBM holding history

International Business Machines Corp in every 13F filed by Kovack Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overview All 13F holders of IBM Full Q2 2026 holdings

Shares (Q2 2026): 15,217
Value: $4.35M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Kovack Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,217	$4.35M	0.2%	+1,265+9.1%	Added	Holders
Q1 2026	13,952	$3.39M	0.2%	+1,086+8.4%	Added	Holders
Q4 2025	12,866	$3.81M	0.2%	+2,252+21.2%	Added	Holders
Q3 2025	10,614	$2.99M	0.3%	+1,102+11.6%	Added	Holders
Q2 2025	9,512	$2.80M	0.3%	−1,645−14.7%	Reduced	Holders
Q1 2025	11,157	$2.77M	0.3%	−3,949−26.1%	Reduced	Holders
Q4 2024	15,106	$3.32M	0.3%	−81−0.5%	Reduced	Holders
Q3 2024	15,187	$3.36M	0.4%	+1,345+9.7%	Added	Holders
Q2 2024	13,842	$2.39M	0.3%	+5,190+60.0%	Added	Holders
Q1 2024	8,652	$1.65M	0.2%	+2,084+31.7%	Added	Holders
Q4 2023	6,568	$1.07M	0.1%	−489−6.9%	Reduced	Holders
Q3 2023	7,057	$990.2K	0.1%	+198+2.9%	Added	Holders
Q2 2023	6,859	$917.8K	0.1%	−444−6.1%	Reduced	Holders
Q1 2023	7,303	$957.4K	0.1%	+222+3.1%	Added	Holders
Q4 2022	7,081	$997.6K	0.1%	−885−11.1%	Reduced	Holders
Q3 2022	7,966	$946.0K	0.1%	+27+0.3%	Added	Holders
Q2 2022	7,939	$1.12M	0.1%	−4,271−35.0%	Reduced	Holders
Q1 2022	12,210	$1.59M	0.2%	−1,718−12.3%	Reduced	Holders
Q4 2021	13,928	$1.86M	0.2%	+1,870+15.5%	Added	Holders
Q3 2021	12,058	$1.68M	0.2%	+867+7.7%	Added	Holders
Q2 2021	11,191	$1.64M	0.2%	−898−7.4%	Reduced	Holders
Q1 2021	12,089	$1.61M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.