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Disclosery

FCG Investment Co: IBM position timeline

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

FCG Investment Co held 1,984 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,984 shares
    Change vs previous 13F -79 shares

    0.14% of the 13F portfolio, value $436,341.

    13F-HR 0002085853-26-001147 filed by FCG Investment Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,063 shares
    Change vs previous 13F -277 shares

    0.2% of the 13F portfolio, value $580,136.

    13F-HR 0002085853-26-000703 filed by FCG Investment Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,340 shares
    Change vs previous 13F -2,240 shares

    0.25% of the 13F portfolio, value $567,193.

    13F-HR 0002085853-26-000312 filed by FCG Investment Co
    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 4,580 shares
    Change vs previous 13F -4,761 shares

    0.61% of the 13F portfolio, value $1,292,293.

    13F-HR 0002085853-25-000033 filed by FCG Investment Co
    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 9,341 shares
    Change vs previous 13F +4,017 shares

    1.44% of the 13F portfolio, value $2,753,540.

    13F-HR 0001667731-25-000847 filed by FCG Investment Co
    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 5,324 shares
    Change vs previous 13F +2,853 shares

    0.83% of the 13F portfolio, value $1,323,866.

    13F-HR 0001667731-25-000624 filed by FCG Investment Co
    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 2,471 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $543,200.

    13F-HR 0001667731-25-000044 filed by FCG Investment Co
    Filed (acceptance time not in the bulk data set), ingested

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