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Disclosery

Athena Investment Management: IBM position timeline

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

Athena Investment Management held 5,561 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,561 shares
    Change vs previous 13F -874 shares

    0.93% of the 13F portfolio, value $1,563,809.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 6,435 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,559,780.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 6,435 shares
    Change vs previous 13F -15 shares

    0.98% of the 13F portfolio, value $1,906,111.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 6,450 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,819,932.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 6,450 shares
    Change vs previous 13F -58 shares

    1.06% of the 13F portfolio, value $1,901,331.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 6,508 shares
    Change vs previous 13F -165 shares

    0.98% of the 13F portfolio, value $1,618,279.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 6,673 shares
    Change vs previous 13F -298 shares

    0.85% of the 13F portfolio, value $1,466,926.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 6,971 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,541,149.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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