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Disclosery

IBM Retirement Fund: EXC position timeline

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

IBM Retirement Fund held 0 EXC shares at 2022-06-30 per its 13F-HR filed 2022-07-20.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -16,233 shares

    13F-HR 0001018825-22-000003 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2022-03-31
    13F 16,233 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $773,000.

    13F-HR 0001018825-22-000002 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 16,233 shares
    Change vs previous 13F -11,153 shares

    0.12% of the 13F portfolio, value $938,000.

    13F-HR 0001018825-22-000001 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 27,386 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,324,000.

    13F-HR 0001018825-21-000004 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 27,386 shares
    Change vs previous 13F -5,535 shares

    0.1% of the 13F portfolio, value $1,213,000.

    13F-HR 0001018825-21-000003 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 32,921 shares
    Change vs previous 13F -3,230 shares

    0.1% of the 13F portfolio, value $1,440,000.

    13F-HR 0001018825-21-000002 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 36,151 shares
    Change vs previous 13F +4,486 shares

    0.11% of the 13F portfolio, value $1,526,000.

    13F-HR 0001018825-21-000001 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 31,665 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,132,000.

    13F-HR 0001018825-20-000005 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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