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Disclosery

Financial Symmetry Inc: IBM position timeline

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

Financial Symmetry Inc held 2,204 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,204 shares
    Change vs previous 13F +99 shares

    0.15% of the 13F portfolio, value $484,793.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,105 shares
    Change vs previous 13F -51 shares

    0.2% of the 13F portfolio, value $591,990.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    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 2,156 shares
    Change vs previous 13F -173 shares

    0.18% of the 13F portfolio, value $498,028.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,329 shares
    Change vs previous 13F +597 shares

    0.28% of the 13F portfolio, value $689,859.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,732 shares
    Change vs previous 13F -176 shares

    0.22% of the 13F portfolio, value $488,770.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,908 shares
    Change vs previous 13F +54 shares

    0.29% of the 13F portfolio, value $562,379.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,854 shares
    Change vs previous 13F +20 shares

    0.28% of the 13F portfolio, value $461,020.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,834 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $403,276.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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