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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC: IBM position timeline

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

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 2,562 IBM shares at 2024-06-30 per its 13F-HR filed 2024-07-05.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 2,562 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $443,033.

    13F-HR 0001104659-24-078011 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 2,557 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $488,332.

    13F-HR 0001104659-24-058497 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 2,554 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $417,629.

    13F-HR 0001104659-24-010973 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 2,549 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $357,625.

    13F-HR 0001104659-23-117013 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 2,544 shares
    Change vs previous 13F -13 shares

    0.06% of the 13F portfolio, value $340,433.

    13F-HR 0001104659-23-089103 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 2,557 shares
    Change vs previous 13F +24 shares

    0.06% of the 13F portfolio, value $335,182.

    13F-HR 0001104659-23-057328 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 2,533 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $356,938.

    13F-HR 0001104659-23-014516 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 2,529 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $300,000.

    13F-HR 0001104659-22-115173 filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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