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JOHN G ULLMAN & ASSOCIATES INC: IBM position timeline

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

JOHN G ULLMAN & ASSOCIATES INC held 44,270 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 44,270 shares
    Change vs previous 13F -250 shares

    1.51% of the 13F portfolio, value $12,449,167.

    13F-HR 0000919530-26-000003 filed by JOHN G ULLMAN & ASSOCIATES INC
    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 44,520 shares
    Change vs previous 13F -4,175 shares

    1.43% of the 13F portfolio, value $10,791,203.

    13F-HR 0000919530-26-000002 filed by JOHN G ULLMAN & ASSOCIATES INC
    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 48,695 shares
    Change vs previous 13F -19,325 shares

    1.92% of the 13F portfolio, value $14,423,946.

    13F-HR 0000919530-26-000001 filed by JOHN G ULLMAN & ASSOCIATES INC
    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 68,020 shares
    Change vs previous 13F -14,715 shares

    2.58% of the 13F portfolio, value $19,192,523.

    13F-HR 0000919530-25-000006 filed by JOHN G ULLMAN & ASSOCIATES INC
    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 82,735 shares
    Change vs previous 13F -550 shares

    3.62% of the 13F portfolio, value $24,388,623.

    13F-HR 0000919530-25-000003 filed by JOHN G ULLMAN & ASSOCIATES INC
    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 83,285 shares
    Change vs previous 13F -32,258 shares

    3.19% of the 13F portfolio, value $20,709,648.

    13F-HR 0000919530-25-000002 filed by JOHN G ULLMAN & ASSOCIATES INC
    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 115,543 shares
    Change vs previous 13F -4,950 shares

    3.74% of the 13F portfolio, value $25,399,818.

    13F-HR 0000919530-25-000001 filed by JOHN G ULLMAN & ASSOCIATES INC
    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 120,493 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $26,638,592.

    13F-HR 0000919530-24-000004 filed by JOHN G ULLMAN & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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