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Convergence Investment Partners, LLC: IBM position timeline

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

Convergence Investment Partners, LLC held 39,218 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,218 shares
    Change vs previous 13F +12,272 shares

    1.05% of the 13F portfolio, value $11,028,583.

    13F-HR 0001580642-26-004768 filed by Convergence Investment Partners, 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 26,946 shares
    Change vs previous 13F -4,991 shares

    1.07% of the 13F portfolio, value $6,531,328.

    13F-HR 0001580642-26-003061 filed by Convergence Investment Partners, 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 31,937 shares
    Change vs previous 13F +2,227 shares

    1.88% of the 13F portfolio, value $9,460,184.

    13F-HR 0001580642-26-000812 filed by Convergence Investment Partners, 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 29,710 shares
    Change vs previous 13F +1,424 shares

    1.88% of the 13F portfolio, value $8,382,956.

    13F-HR 0001580642-25-006974 filed by Convergence Investment Partners, 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 28,286 shares
    Change vs previous 13F +388 shares

    2.11% of the 13F portfolio, value $8,338,128.

    13F-HR 0001580642-25-004698 filed by Convergence Investment Partners, 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 27,898 shares
    Change vs previous 13F +6,347 shares

    1.92% of the 13F portfolio, value $6,936,997.

    13F-HR 0001580642-25-002881 filed by Convergence Investment Partners, 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 21,551 shares
    Change vs previous 13F -11,273 shares

    1.06% of the 13F portfolio, value $4,737,483.

    13F-HR 0001580642-25-000637 filed by Convergence Investment Partners, 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 32,824 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $7,256,689.

    13F-HR 0001580642-24-006418 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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