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Disclosery

JSF Financial, LLC: IBM position timeline

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

JSF Financial, LLC held 1,116 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,116 shares
    Change vs previous 13F +1,116 shares

    0.05% of the 13F portfolio, value $313,749.

    13F-HR 0001802224-26-000010 filed by JSF 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 0 shares
    Change vs previous 13F -817 shares

    13F-HR 0001802224-26-000006 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 817 shares
    Change vs previous 13F +817 shares

    0.05% of the 13F portfolio, value $241,915.

    13F-HR 0001802224-26-000002 filed by JSF 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 0 shares
    Change vs previous 13F -810 shares

    13F-HR 0001802224-25-000012 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 810 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $238,651.

    13F-HR 0001802224-25-000010 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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