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Grassi Investment Management: IBM position timeline

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

Grassi Investment Management held 57,468 IBM shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 57,468 shares
    Change vs previous 13F -782 shares

    1.35% of the 13F portfolio, value $16,940,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 58,250 shares
    Change vs previous 13F -400 shares

    1.34% of the 13F portfolio, value $14,484,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 58,650 shares
    Change vs previous 13F -180 shares

    1.1% of the 13F portfolio, value $12,893,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 58,830 shares
    Change vs previous 13F -1,300 shares

    1.12% of the 13F portfolio, value $13,006,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 60,130 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $10,399,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 60,130 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $11,482,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 60,130 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $9,834,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 60,130 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $8,436,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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