SEC 13F Intelligence

Spurstone Advisory Services, LLC / IBM

Spurstone Advisory Services, LLC’s International Business Machs Position

Does Spurstone Advisory Services, LLC own International Business Machs (IBM)? Not currently — the last reported position was 291 shares worth $82,108 in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$82,108
Q3 2025
Shares
291
% of Portfolio
+1.18%
Quarters Held
4
position exited

Position History IBM

Reported value by quarter
Q4 ’24: $120,906Q4 ’24Q1 ’25: $136,763Q1 ’25Q2 ’25: $162,128Q2 ’25Q3 ’25: $82,108Q3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025291$82,108+1.18%
Q2 2025550$162,128+2.46%
Q1 2025550$136,763+2.66%
Q4 2024550$120,906+2.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spurstone Advisory Services, LLC’s full portfolio or all institutional holders of IBM.