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Disclosery

IEQ CAPITAL, LLC: IBM position timeline

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

IEQ CAPITAL, LLC held 86,572 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,572 shares
    Change vs previous 13F +75,300 shares

    0.11% of the 13F portfolio, value $24,344,932.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 11,272 shares
    Change vs previous 13F -9,937 shares

    0.01% of the 13F portfolio, value $2,732,171.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 21,209 shares
    Change vs previous 13F -20,128 shares

    0.02% of the 13F portfolio, value $6,282,022.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 41,337 shares
    Change vs previous 13F +2,720 shares

    0.04% of the 13F portfolio, value $11,663,658.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 38,617 shares
    Change vs previous 13F +843 shares

    0.07% of the 13F portfolio, value $11,383,427.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 37,774 shares
    Change vs previous 13F +20,686 shares

    0.07% of the 13F portfolio, value $9,393,007.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 17,088 shares
    Change vs previous 13F -24,561 shares

    0.04% of the 13F portfolio, value $3,756,552.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 41,649 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,207,810.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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