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Disclosery

Atala Financial Inc: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atala Financial Inc on IBM, newest first. How the timeline and the estimate are built.

Atala Financial Inc held 16,740 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,740 shares
    Change vs previous 13F 0 shares

    2.87% of the 13F portfolio, value $4,707,455.

    13F-HR 0002053756-26-000003 filed by Atala Financial Inc
    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 16,740 shares
    Change vs previous 13F -4,130 shares

    2.75% of the 13F portfolio, value $4,089,015.

    13F-HR 0002053756-26-000002 filed by Atala Financial Inc
    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 20,870 shares
    Change vs previous 13F +223 shares

    3.94% of the 13F portfolio, value $6,181,903.

    13F-HR 0002053756-26-000001 filed by Atala Financial Inc
    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 20,647 shares
    Change vs previous 13F +85 shares

    3.65% of the 13F portfolio, value $5,825,758.

    13F-HR 0002053756-25-000008 filed by Atala Financial Inc
    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 20,562 shares
    Change vs previous 13F 0 shares

    4.18% of the 13F portfolio, value $6,061,266.

    13F-HR 0001958743-25-000005 filed by Atala Financial Inc
    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 20,562 shares
    Change vs previous 13F +15 shares

    3.72% of the 13F portfolio, value $5,112,947.

    13F-HR 0002053756-25-000002 filed by Atala Financial Inc
    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 20,547 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $4,516,847.

    13F-HR 0002053756-25-000001 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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