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Clean Yield Group: IBM position timeline

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

Clean Yield Group held 20,791 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,791 shares
    Change vs previous 13F +1,734 shares

    1.45% of the 13F portfolio, value $5,846,637.

    13F-HR 0001525865-26-000003 filed by Clean Yield Group
    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 19,057 shares
    Change vs previous 13F +232 shares

    1.3% of the 13F portfolio, value $4,619,226.

    13F-HR 0001525865-26-000002 filed by Clean Yield Group
    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 18,825 shares
    Change vs previous 13F -147 shares

    1.55% of the 13F portfolio, value $5,576,153.

    13F-HR 0001525865-26-000001 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,972 shares
    Change vs previous 13F -557 shares

    1.51% of the 13F portfolio, value $5,353,140.

    13F-HR 0001525865-25-000010 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,529 shares
    Change vs previous 13F -1,636 shares

    1.72% of the 13F portfolio, value $5,756,759.

    13F-HR 0001525865-25-000005 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 21,165 shares
    Change vs previous 13F -398 shares

    1.71% of the 13F portfolio, value $5,262,889.

    13F-HR 0001525865-25-000002 filed by Clean Yield Group
    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 21,563 shares
    Change vs previous 13F +627 shares

    1.51% of the 13F portfolio, value $4,740,194.

    13F-HR 0001525865-25-000001 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,936 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $4,628,531.

    13F-HR 0001525865-24-000008 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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