Beacon Capital Management, LLC: IBM position timeline

Beacon Capital Management, LLC held 2,567 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,567 shares

   Change vs previous 13F +110 shares

   0.11% of the 13F portfolio, value $721,781.

   13F-HR 0002085853-26-000901 filed by Beacon Capital Management, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,457 shares

   Change vs previous 13F -214 shares

   0.11% of the 13F portfolio, value $595,620.

   13F-HR 0001921487-26-000002 filed by Beacon Capital Management, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,671 shares

   Change vs previous 13F +269 shares

   0.12% of the 13F portfolio, value $791,205.

   13F-HR 0001921487-26-000001 filed by Beacon Capital Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,402 shares

   Change vs previous 13F +154 shares

   0.1% of the 13F portfolio, value $677,638.

   13F-HR 0001921487-25-000006 filed by Beacon Capital Management, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,248 shares

   Change vs previous 13F -253 shares

   0.09% of the 13F portfolio, value $662,611.

   13F-HR 0001921487-25-000003 filed by Beacon Capital Management, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 2,501 shares

   Change vs previous 13F +15 shares

   0.08% of the 13F portfolio, value $621,782.

   13F-HR 0001921487-25-000002 filed by Beacon Capital Management, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 2,486 shares

   Change vs previous 13F +65 shares

   0.07% of the 13F portfolio, value $546,401.

   13F-HR 0001921487-25-000001 filed by Beacon Capital Management, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 2,421 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $535,235.

   13F-HR 0001921487-24-000006 filed by Beacon Capital Management, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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