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Disclosery

Breakwater Capital Group: IBM position timeline

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

Breakwater Capital Group held 3,966 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,966 shares
    Change vs previous 13F -303 shares

    0.1% of the 13F portfolio, value $872,242.

    13F-HR 0001085146-26-000831 filed by Breakwater Capital Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,269 shares
    Change vs previous 13F -627 shares

    0.14% of the 13F portfolio, value $1,200,485.

    13F-HR 0001964309-26-000003 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,896 shares
    Change vs previous 13F +395 shares

    0.16% of the 13F portfolio, value $1,186,741.

    13F-HR 0001964309-26-000002 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,501 shares
    Change vs previous 13F -13 shares

    0.19% of the 13F portfolio, value $1,333,241.

    13F-HR 0001964309-26-000001 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,514 shares
    Change vs previous 13F -163 shares

    0.19% of the 13F portfolio, value $1,273,670.

    13F-HR 0001964309-25-000004 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,677 shares
    Change vs previous 13F -89 shares

    0.22% of the 13F portfolio, value $1,378,610.

    13F-HR 0001085146-25-003623 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,766 shares
    Change vs previous 13F +1,487 shares

    0.21% of the 13F portfolio, value $1,185,041.

    13F-HR 0001085146-25-002021 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,279 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $720,823.

    13F-HR 0001085146-25-000156 filed by Breakwater Capital Group
    Filed (acceptance time not in the bulk data set), ingested

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