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Disclosery

Fiduciary Group, LLC: IBM position timeline

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

Fiduciary Group, LLC held 8,557 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,557 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $2,406,314.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 8,554 shares
    Change vs previous 13F -71 shares

    0.18% of the 13F portfolio, value $2,073,404.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 8,625 shares
    Change vs previous 13F +182 shares

    0.21% of the 13F portfolio, value $2,554,811.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 8,443 shares
    Change vs previous 13F +286 shares

    0.21% of the 13F portfolio, value $2,382,277.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 8,157 shares
    Change vs previous 13F -51 shares

    0.23% of the 13F portfolio, value $2,404,520.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 8,208 shares
    Change vs previous 13F -22 shares

    0.2% of the 13F portfolio, value $2,041,001.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 8,230 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,809,201.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 8,230 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,819,488.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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