FormulaFolio Investments, LLC: IBM position timeline

FormulaFolio Investments, LLC held 177 IBM shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 177 shares

   Change vs previous 13F +26 shares

   0.01% of the 13F portfolio, value $26,000.

   13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
   Filed 2021-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

2. period ended2021-03-31

   13F 151 shares

   Change vs previous 13F -32,239 shares

   0.01% of the 13F portfolio, value $22,000.

   13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
   Filed 2021-05-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

3. period ended2020-12-31

   13F 32,390 shares

   Change vs previous 13F +29,109 shares

   0.09% of the 13F portfolio, value $4,077,000.

   13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
   Filed 2021-03-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

4. period ended2020-09-30

   13F 3,281 shares

   Change vs previous 13F -952 shares

   0.02% of the 13F portfolio, value $399,000.

   13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
   Filed 2020-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

5. period ended2020-06-30

   13F 4,233 shares

   Change vs previous 13F +1,112 shares

   0.02% of the 13F portfolio, value $511,000.

   13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
   Filed 2020-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

6. period ended2020-03-31

   13F 3,121 shares

   Change vs previous 13F -1,510 shares

   0.02% of the 13F portfolio, value $346,000.

   13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
   Filed 2020-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

7. period ended2019-12-31

   13F 4,631 shares

   Change vs previous 13F +1,384 shares

   0.02% of the 13F portfolio, value $621,000.

   13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
   Filed 2020-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

8. period ended2019-09-30

   13F 3,247 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $472,000.

   13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
   Filed 2019-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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