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Disclosery

Aspen Grove Capital, LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aspen Grove Capital, LLC on IBM, newest first. How the timeline and the estimate are built.

Aspen Grove Capital, LLC held 29,020 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,020 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $8,160,974.

    13F-HR 0001806027-26-000008 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,020 shares
    Change vs previous 13F -30 shares

    1.37% of the 13F portfolio, value $7,034,382.

    13F-HR 0001806027-26-000006 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,050 shares
    Change vs previous 13F +68 shares

    1.49% of the 13F portfolio, value $8,605,174.

    13F-HR 0001806027-26-000002 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,982 shares
    Change vs previous 13F -167 shares

    1.38% of the 13F portfolio, value $8,177,561.

    13F-HR 0001806027-25-000003 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,149 shares
    Change vs previous 13F +241 shares

    1.46% of the 13F portfolio, value $8,592,542.

    13F-HR 0001085146-25-005248 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,908 shares
    Change vs previous 13F +110 shares

    1.38% of the 13F portfolio, value $7,188,264.

    13F-HR 0001085146-25-003149 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,798 shares
    Change vs previous 13F +52 shares

    1.34% of the 13F portfolio, value $6,330,885.

    13F-HR 0001085146-25-001466 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,746 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $6,355,387.

    13F-HR 0001085146-24-005621 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).