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HALSEY ASSOCIATES INC/CT: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HALSEY ASSOCIATES INC/CT on IBM, newest first. How the timeline and the estimate are built.

HALSEY ASSOCIATES INC/CT held 18,714 IBM shares at 2019-09-30 per its 13F-HR filed 2019-11-15.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 18,714 shares
    Change vs previous 13F +4,247 shares

    0.43% of the 13F portfolio, value $2,721,000.

    13F-HR 0001034188-19-000004 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-06-30
    13F 14,467 shares
    Change vs previous 13F -4,364 shares

    0.36% of the 13F portfolio, value $1,995,000.

    13F-HR 0001034188-19-000003 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-03-31
    13F 18,831 shares
    Change vs previous 13F -242 shares

    0.44% of the 13F portfolio, value $2,657,000.

    13F-HR 0001034188-19-000002 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-12-31
    13F 19,073 shares
    Change vs previous 13F +4,434 shares

    0.41% of the 13F portfolio, value $2,168,000.

    13F-HR 0001034188-19-000001 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-09-30
    13F 14,639 shares
    Change vs previous 13F -45 shares

    0.39% of the 13F portfolio, value $2,214,000.

    13F-HR 0001034188-18-000004 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-06-30
    13F 14,684 shares
    Change vs previous 13F -7,891 shares

    0.4% of the 13F portfolio, value $2,051,000.

    13F-HR 0001034188-18-000003 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-03-31
    13F 22,575 shares
    Change vs previous 13F -540 shares

    0.61% of the 13F portfolio, value $3,464,000.

    13F-HR 0001034188-18-000002 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-12-31
    13F 23,115 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,546,000.

    13F-HR 0001034188-18-000001 filed by HALSEY ASSOCIATES INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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