Skip to content
Disclosery

Genesee Capital Advisors, LLC: IBM position timeline

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

Genesee Capital Advisors, LLC held 4,891 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,891 shares
    Change vs previous 13F -173 shares

    0.43% of the 13F portfolio, value $1,375,275.

    13F-HR 0001951757-26-001110 filed by Genesee Capital Advisors, 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 5,064 shares
    Change vs previous 13F -1,792 shares

    0.51% of the 13F portfolio, value $1,227,457.

    13F-HR 0001951757-26-000693 filed by Genesee Capital Advisors, 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 6,856 shares
    Change vs previous 13F +53 shares

    0.82% of the 13F portfolio, value $2,030,897.

    13F-HR 0001951757-26-000194 filed by Genesee Capital Advisors, 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 6,803 shares
    Change vs previous 13F +29 shares

    0.83% of the 13F portfolio, value $1,919,419.

    13F-HR 0001951757-25-001255 filed by Genesee Capital Advisors, 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 6,774 shares
    Change vs previous 13F +14 shares

    0.89% of the 13F portfolio, value $1,996,789.

    13F-HR 0001951757-25-000968 filed by Genesee Capital Advisors, 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 6,760 shares
    Change vs previous 13F +337 shares

    0.84% of the 13F portfolio, value $1,680,976.

    13F-HR 0001951757-25-000406 filed by Genesee Capital Advisors, 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 6,423 shares
    Change vs previous 13F -309 shares

    0.66% of the 13F portfolio, value $1,411,968.

    13F-HR 0001951757-25-000099 filed by Genesee Capital Advisors, 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 6,732 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,488,305.

    13F-HR 0001951757-24-001086 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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