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Disclosery

InvesTrust: IBM position timeline

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

InvesTrust held 10,619 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,619 shares
    Change vs previous 13F -381 shares

    1.15% of the 13F portfolio, value $2,986,168.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 11,000 shares
    Change vs previous 13F -526 shares

    1.12% of the 13F portfolio, value $2,666,290.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 11,526 shares
    Change vs previous 13F -871 shares

    1.32% of the 13F portfolio, value $3,414,116.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 12,397 shares
    Change vs previous 13F -26 shares

    1.28% of the 13F portfolio, value $3,497,937.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 12,423 shares
    Change vs previous 13F -21,200 shares

    1.41% of the 13F portfolio, value $3,662,052.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 33,623 shares
    Change vs previous 13F -2,068 shares

    2.29% of the 13F portfolio, value $8,360,695.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 35,691 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $7,850,547.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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