Skip to content
Disclosery

HOEY INVESTMENTS, INC: IBM position timeline

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

HOEY INVESTMENTS, INC held 6,662 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,662 shares
    Change vs previous 13F -2,539 shares

    0.25% of the 13F portfolio, value $1,873,295.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, INC
    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 9,201 shares
    Change vs previous 13F +7,275 shares

    0.33% of the 13F portfolio, value $2,230,319.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, INC
    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 1,926 shares
    Change vs previous 13F -175 shares

    0.08% of the 13F portfolio, value $570,501.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, INC
    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 2,101 shares
    Change vs previous 13F +175 shares

    0.08% of the 13F portfolio, value $592,819.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, INC
    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 1,926 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $567,747.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, INC
    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 1,926 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $478,920.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, INC
    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 1,926 shares
    Change vs previous 13F +932 shares

    0.07% of the 13F portfolio, value $423,393.

    13F-HR 0001799544-25-000001 filed by HOEY INVESTMENTS, INC
    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 994 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $171,913.

    13F-HR 0001799544-24-000008 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

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