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Boothe Investment Group, Inc.: IBM position timeline

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

Boothe Investment Group, Inc. held 10,393 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,393 shares
    Change vs previous 13F +2,387 shares

    0.92% of the 13F portfolio, value $2,922,570.

    13F-HR 0002063364-26-000197 filed by Boothe Investment Group, 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 8,006 shares
    Change vs previous 13F +697 shares

    0.62% of the 13F portfolio, value $1,940,535.

    13F-HR 0002063364-26-000160 filed by Boothe Investment Group, 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 7,309 shares
    Change vs previous 13F +633 shares

    0.77% of the 13F portfolio, value $2,164,951.

    13F-HR 0002063364-26-000054 filed by Boothe Investment Group, 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 6,676 shares
    Change vs previous 13F +312 shares

    0.69% of the 13F portfolio, value $1,883,654.

    13F-HR 0002063364-25-000264 filed by Boothe Investment Group, 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 6,364 shares
    Change vs previous 13F -372 shares

    0.72% of the 13F portfolio, value $1,875,932.

    13F-HR 0002063364-25-000156 filed by Boothe Investment Group, 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 6,736 shares
    Change vs previous 13F -3,360 shares

    0.76% of the 13F portfolio, value $1,674,859.

    13F-HR 0002063364-25-000029 filed by Boothe Investment Group, 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 10,096 shares
    Change vs previous 13F -592 shares

    0.96% of the 13F portfolio, value $2,219,000.

    13F-HR 0001749798-25-000004 filed by Boothe Investment Group, Inc.
    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 10,688 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,363,000.

    13F-HR 0001749798-24-000011 filed by Boothe Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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