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Disclosery

Embree Financial Group: IBM position timeline

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

Embree Financial Group held 3,428 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,428 shares
    Change vs previous 13F +178 shares

    0.1% of the 13F portfolio, value $963,885.

    13F-HR 0002085853-26-000741 filed by Embree Financial 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 3,250 shares
    Change vs previous 13F +1,604 shares

    0.09% of the 13F portfolio, value $787,770.

    13F-HR 0002085853-26-000476 filed by Embree Financial 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 1,646 shares
    Change vs previous 13F +39 shares

    0.06% of the 13F portfolio, value $487,690.

    13F-HR 0002085853-26-000033 filed by Embree Financial 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 1,607 shares
    Change vs previous 13F +47 shares

    0.06% of the 13F portfolio, value $453,367.

    13F-HR 0002085853-25-000037 filed by Embree Financial 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 1,560 shares
    Change vs previous 13F +25 shares

    0.07% of the 13F portfolio, value $459,891.

    13F-HR 0001667731-25-000842 filed by Embree Financial 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 1,535 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $381,694.

    13F-HR 0001667731-25-000496 filed by Embree Financial 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 1,523 shares
    Change vs previous 13F -72 shares

    0.06% of the 13F portfolio, value $334,802.

    13F-HR 0001667731-25-000074 filed by Embree Financial 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 1,595 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $352,623.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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