Davis Investment Partners, LLC: IBM position timeline

Davis Investment Partners, LLC held 1,865 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,865 shares

   Change vs previous 13F -189 shares

   0.16% of the 13F portfolio, value $524,321.

   13F-HR 0001951757-26-001144 filed by Davis Investment Partners, LLC
   Filed 2026-08-07 (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 2,054 shares

   Change vs previous 13F -174 shares

   0.18% of the 13F portfolio, value $497,872.

   13F-HR 0001951757-26-000650 filed by Davis Investment Partners, LLC
   Filed 2026-04-20 (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 2,228 shares

   Change vs previous 13F +10 shares

   0.23% of the 13F portfolio, value $650,228.

   13F-HR 0001951757-26-000005 filed by Davis Investment Partners, LLC
   Filed 2026-01-06 (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 2,218 shares

   Change vs previous 13F 0 shares

   0.22% of the 13F portfolio, value $634,747.

   13F-HR 0001951757-25-001182 filed by Davis Investment Partners, LLC
   Filed 2025-10-20 (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 2,218 shares

   Change vs previous 13F +21 shares

   0.23% of the 13F portfolio, value $646,638.

   13F-HR 0001951757-25-000578 filed by Davis Investment Partners, LLC
   Filed 2025-07-08 (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).

6. period ended2025-03-31

   13F 2,197 shares

   Change vs previous 13F +11 shares

   0.23% of the 13F portfolio, value $524,521.

   13F-HR 0001951757-25-000373 filed by Davis Investment Partners, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 2,186 shares

   Change vs previous 13F +12 shares

   0.2% of the 13F portfolio, value $480,992.

   13F-HR 0001951757-25-000005 filed by Davis Investment Partners, LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 2,174 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $477,611.

   13F-HR 0001951757-24-000978 filed by Davis Investment Partners, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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