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CSat Investment Advisory, L.P.: IBM position timeline

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

CSat Investment Advisory, L.P. held 49 IBM shares at 2021-03-31 per its 13F-HR filed 2021-05-13.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 49 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $7,000.

    13F-HR 0001398344-21-010680 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 37 shares
    Change vs previous 13F -23,207 shares

    <0.01% of the 13F portfolio, value $5,000.

    13F-HR 0001398344-21-003258 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 23,244 shares
    Change vs previous 13F +862 shares

    0.39% of the 13F portfolio, value $2,828,000.

    13F-HR 0001398344-20-022558 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 22,382 shares
    Change vs previous 13F -1,825 shares

    0.48% of the 13F portfolio, value $2,703,000.

    13F-HR 0001398344-20-015227 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 24,207 shares
    Change vs previous 13F -1,783 shares

    0.74% of the 13F portfolio, value $2,685,000.

    13F-HR 0001398344-20-009921 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 25,990 shares
    Change vs previous 13F -1,134 shares

    1.26% of the 13F portfolio, value $3,484,000.

    13F-HR 0001398344-20-003315 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 27,124 shares
    Change vs previous 13F -286 shares

    1.71% of the 13F portfolio, value $3,944,000.

    13F-HR 0001398344-19-020246 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 27,410 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,780,000.

    13F-HR 0001398344-19-014440 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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