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Disclosery

IRON Financial LLC: IBM position timeline

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

IRON Financial LLC held 1,258 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,258 shares
    Change vs previous 13F +308 shares

    0.15% of the 13F portfolio, value $353,660.

    13F-HR 0001595509-26-000005 filed by IRON Financial 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 950 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $230,307.

    13F-HR 0001595509-26-000003 filed by IRON Financial 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 939 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $278,028.

    13F-HR 0001595509-26-000001 filed by IRON Financial 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 936 shares
    Change vs previous 13F -101 shares

    0.13% of the 13F portfolio, value $264,155.

    13F-HR 0001595509-25-000008 filed by IRON Financial 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 1,037 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $305,592.

    13F-HR 0001595509-25-000006 filed by IRON Financial 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 1,025 shares
    Change vs previous 13F -10 shares

    0.14% of the 13F portfolio, value $254,927.

    13F-HR 0001595509-25-000004 filed by IRON Financial 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 1,035 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $227,514.

    13F-HR 0001595509-25-000003 filed by IRON Financial 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 1,034 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $228,686.

    13F-HR 0001595509-24-000006 filed by IRON Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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