Skip to main content

Secured Retirement Advisors, LLC

SEC CIK
0002012356
Latest filing
Jul 16, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Secured Retirement Advisors, 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)
5,371
Value
$1.51M
% of portfolio
0.8%
Quarters held
9
Since Q2 2024
Holdings of IBM by Secured Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,371$1.51M0.8%−5,302−49.7%ReducedHolders
Q1 202610,673$2.59M1.5%+3,746+54.1%AddedHolders
Q4 20256,927$2.05M1.1%−1,086−13.6%ReducedHolders
Q3 20258,013$2.26M1.3%−21−0.3%ReducedHolders
Q2 20258,034$2.37M1.4%+2,531+46.0%AddedHolders
Q1 20255,503$1.37M0.9%−1,173−17.6%ReducedHolders
Q4 20246,676$1.47M0.8%+5,375+413.1%AddedHolders
Q3 20241,301$287.6K0.2%+41+3.3%AddedHolders
Q2 20241,260$217.8K0.2%+1,260NewHolders