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Kathmere Capital Management, LLC: IBMQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kathmere Capital Management, LLC on IBMQ, newest first. How the timeline and the estimate are built.

Kathmere Capital Management, LLC held 403,121 IBMQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,121 shares
    Change vs previous 13F +96,705 shares

    0.55% of the 13F portfolio, value $10,311,827.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 ended2026-03-31
    13F 306,416 shares
    Change vs previous 13F -6,837 shares

    0.49% of the 13F portfolio, value $7,822,792.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 ended2025-12-31
    13F 313,253 shares
    Change vs previous 13F +3,973 shares

    0.54% of the 13F portfolio, value $8,011,437.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 ended2025-09-30
    13F 309,280 shares
    Change vs previous 13F +8,192 shares

    0.56% of the 13F portfolio, value $7,929,930.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital 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 ended2025-06-30
    13F 301,088 shares
    Change vs previous 13F -253,223 shares

    0.59% of the 13F portfolio, value $7,650,637.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital 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 ended2025-03-31
    13F 554,311 shares
    Change vs previous 13F -72,437 shares

    1.19% of the 13F portfolio, value $14,018,536.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital 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 ended2024-12-31
    13F 626,748 shares
    Change vs previous 13F -7,542 shares

    1.42% of the 13F portfolio, value $15,781,520.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital 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 ended2024-09-30
    13F 634,290 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $16,256,851.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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