Chancellor Financial Group WB LP: IBM position timeline

Chancellor Financial Group WB LP held 2,361 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,361 shares

   Change vs previous 13F +694 shares

   0.41% of the 13F portfolio, value $663,937.

   13F-HR 0001951757-26-001198 filed by Chancellor Financial Group WB LP
   Filed 2026-08-10 (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 1,667 shares

   Change vs previous 13F +400 shares

   0.29% of the 13F portfolio, value $404,064.

   13F-HR 0001951757-26-000864 filed by Chancellor Financial Group WB LP
   Filed 2026-05-14 (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 1,267 shares

   Change vs previous 13F +100 shares

   0.26% of the 13F portfolio, value $375,298.

   13F-HR 0001951757-26-000370 filed by Chancellor Financial Group WB LP
   Filed 2026-02-05 (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 1,167 shares

   Change vs previous 13F +140 shares

   0.23% of the 13F portfolio, value $329,281.

   13F-HR 0001951757-25-001397 filed by Chancellor Financial Group WB LP
   Filed 2025-11-12 (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 1,027 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $302,739.

   13F-HR 0001951757-25-001038 filed by Chancellor Financial Group WB LP
   Filed 2025-08-06 (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).