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Disclosery

Essex LLC: IBM position timeline

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

Essex LLC held 9,788 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,788 shares
    Change vs previous 13F +134 shares

    0.42% of the 13F portfolio, value $2,752,496.

    13F-HR 0001889147-26-000003 filed by Essex 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 9,654 shares
    Change vs previous 13F +153 shares

    0.41% of the 13F portfolio, value $2,340,044.

    13F-HR 0001889147-26-000002 filed by Essex 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 9,501 shares
    Change vs previous 13F +44 shares

    0.5% of the 13F portfolio, value $2,814,304.

    13F-HR 0001889147-26-000001 filed by Essex 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 9,457 shares
    Change vs previous 13F -409 shares

    0.48% of the 13F portfolio, value $2,668,399.

    13F-HR 0001889147-25-000009 filed by Essex 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 9,866 shares
    Change vs previous 13F +78 shares

    0.57% of the 13F portfolio, value $2,908,312.

    13F-HR 0001889147-25-000005 filed by Essex 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 9,788 shares
    Change vs previous 13F -1,935 shares

    0.53% of the 13F portfolio, value $2,433,895.

    13F-HR 0001889147-25-000004 filed by Essex 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 11,723 shares
    Change vs previous 13F -617 shares

    0.54% of the 13F portfolio, value $2,576,997.

    13F-HR 0001889147-25-000001 filed by Essex 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 12,340 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,728,187.

    13F-HR 0001889147-24-000010 filed by Essex LLC
    Filed (acceptance time not in the bulk data set), ingested

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