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Gitterman Wealth Management, LLC: IBM position timeline

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

Gitterman Wealth Management, LLC held 2,693 IBM shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,693 shares
    Change vs previous 13F +623 shares

    0.17% of the 13F portfolio, value $759,878.

    13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,070 shares
    Change vs previous 13F -2,371 shares

    0.14% of the 13F portfolio, value $610,295.

    13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,441 shares
    Change vs previous 13F -4,313 shares

    0.29% of the 13F portfolio, value $1,105,199.

    13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,754 shares
    Change vs previous 13F +900 shares

    0.8% of the 13F portfolio, value $1,924,586.

    13F-HR 0001172661-25-000607 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 7,854 shares
    Change vs previous 13F -114 shares

    0.72% of the 13F portfolio, value $1,736,387.

    13F-HR 0001172661-24-004642 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,968 shares
    Change vs previous 13F +1 shares

    0.53% of the 13F portfolio, value $1,378,100.

    13F-HR 0001172661-24-003220 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 7,967 shares
    Change vs previous 13F -63 shares

    0.59% of the 13F portfolio, value $1,521,402.

    13F-HR 0001172661-24-002066 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 8,030 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,313,339.

    13F-HR 0001172661-24-000448 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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