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United Advisor Group, LLC

SEC CIK
0002004873
Latest filing
Jul 29, 2026

IBM holding history

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

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
7,495
Value
$2.11M
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of IBM by United Advisor Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,495$2.11M0.2%+1,495+24.9%AddedHolders
Q1 20266,000$1.45M0.2%−854−12.5%ReducedHolders
Q4 20256,854$2.03M0.3%+72+1.1%AddedHolders
Q3 20256,782$1.91M0.3%+2,118+45.4%AddedHolders
Q2 20254,664$1.37M0.2%+243+5.5%AddedHolders
Q1 20254,421$1.10M0.2%−1,246−22.0%ReducedHolders
Q4 20245,667$1.25M0.2%−185−3.2%ReducedHolders
Q3 20245,852$1.29M0.3%+2,765+89.6%AddedHolders
Q2 20243,087$533.9K0.2%+195+6.7%AddedHolders
Q1 20242,892$552.3K0.2%−202−6.5%ReducedHolders
Q4 20233,094$509.4K0.6%–No prior filingHolders