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Hamilton Point Investment Advisors, LLC: IBM position timeline

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

Hamilton Point Investment Advisors, LLC held 26,875 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,875 shares
    Change vs previous 13F +28 shares

    1.06% of the 13F portfolio, value $7,557,495.

    13F-HR 0001398344-26-012897 filed by Hamilton Point Investment 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 26,847 shares
    Change vs previous 13F -143 shares

    1% of the 13F portfolio, value $6,507,424.

    13F-HR 0001398344-26-008553 filed by Hamilton Point Investment 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 26,990 shares
    Change vs previous 13F -235 shares

    1.22% of the 13F portfolio, value $7,994,683.

    13F-HR 0001398344-26-002895 filed by Hamilton Point Investment 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 27,225 shares
    Change vs previous 13F +40 shares

    1.2% of the 13F portfolio, value $7,681,741.

    13F-HR 0001398344-25-019345 filed by Hamilton Point Investment 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 27,185 shares
    Change vs previous 13F -398 shares

    1.32% of the 13F portfolio, value $8,013,737.

    13F-HR 0001398344-25-013863 filed by Hamilton Point Investment 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 27,583 shares
    Change vs previous 13F +265 shares

    1.23% of the 13F portfolio, value $6,858,851.

    13F-HR 0001398344-25-008794 filed by Hamilton Point Investment 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 27,318 shares
    Change vs previous 13F +579 shares

    1.08% of the 13F portfolio, value $6,005,317.

    13F-HR 0001398344-25-000979 filed by Hamilton Point Investment 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 26,739 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $5,911,459.

    13F-HR 0001398344-24-020511 filed by Hamilton Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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