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Disclosery

BFSG, LLC: IBM position timeline

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

BFSG, LLC held 9,494 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,494 shares
    Change vs previous 13F +259 shares

    0.24% of the 13F portfolio, value $2,669,808.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 9,235 shares
    Change vs previous 13F +1,906 shares

    0.21% of the 13F portfolio, value $2,238,472.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 7,329 shares
    Change vs previous 13F +958 shares

    0.21% of the 13F portfolio, value $2,170,924.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 6,371 shares
    Change vs previous 13F +5,668 shares

    0.17% of the 13F portfolio, value $1,797,642.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 703 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $207,231.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 702 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $174,560.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 700 shares
    Change vs previous 13F -185 shares

    0.02% of the 13F portfolio, value $153,881.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 885 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $195,656.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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