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Disclosery

EXCELSIA, INC.: IBM position timeline

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

EXCELSIA, INC. held 0 IBM shares at 2014-12-31 per its 13F-HR filed 2015-01-20.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 0 shares
    Change vs previous 13F -8,340 shares

    13F-HR 0001372365-15-000001 filed by EXCELSIA, 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.

  2. period ended2014-09-30
    13F 8,340 shares
    Change vs previous 13F -845 shares

    2.62% of the 13F portfolio, value $1,583,000.

    13F-HR 0001372365-14-000005 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-06-30
    13F 9,185 shares
    Change vs previous 13F -6,415 shares

    2.14% of the 13F portfolio, value $1,665,000.

    13F-HR 0001372365-14-000003 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-03-31
    13F 15,600 shares
    Change vs previous 13F +85 shares

    4.17% of the 13F portfolio, value $3,003,000.

    13F-HR 0001372365-14-000002 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-12-31
    13F 15,515 shares
    Change vs previous 13F -4,820 shares

    4.02% of the 13F portfolio, value $2,910,000.

    13F-HR 0001372365-14-000001 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-09-30
    13F 20,335 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $3,766,000.

    13F-HR 0001372365-13-000004 filed by EXCELSIA, INC.
    Filed (acceptance time not in the bulk data set), ingested

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