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Disclosery

IBM Retirement Fund: SMG position timeline

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

IBM Retirement Fund held 0 SMG shares at 2021-09-30 per its 13F-HR filed 2021-10-05.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 0 shares
    Change vs previous 13F -1,158 shares

    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).

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

  2. period ended2021-06-30
    13F 1,158 shares
    Change vs previous 13F -235 shares

    0.02% of the 13F portfolio, value $222,000.

    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).

  3. period ended2021-03-31
    13F 1,393 shares
    Change vs previous 13F -117 shares

    0.02% of the 13F portfolio, value $341,000.

    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).

  4. period ended2020-12-31
    13F 1,510 shares
    Change vs previous 13F +195 shares

    0.02% of the 13F portfolio, value $301,000.

    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).

  5. period ended2020-09-30
    13F 1,315 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,000.

    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).