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Disclosery

Delta Financial Group, Inc.: IBM position timeline

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

Delta Financial Group, Inc. held 7,702 IBM shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 7,702 shares
    Change vs previous 13F -26 shares

    0.44% of the 13F portfolio, value $1,914,000.

    13F-HR 0001965718-25-000003 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 7,728 shares
    Change vs previous 13F +7,728 shares

    0.4% of the 13F portfolio, value $1,699,000.

    13F-HR 0001965718-25-000001 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -7,307 shares

    13F-HR 0001965718-24-000004 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-03-31
    13F 7,307 shares
    Change vs previous 13F +74 shares

    0.41% of the 13F portfolio, value $1,395,000.

    13F-HR 0001965718-24-000002 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 7,233 shares
    Change vs previous 13F -235 shares

    0.37% of the 13F portfolio, value $1,183,000.

    13F-HR 0001965718-24-000001 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 7,468 shares
    Change vs previous 13F +7,468 shares

    0.36% of the 13F portfolio, value $1,048,000.

    13F-HR 0001965798-23-000004 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001965718-23-000005 filed by Delta Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.