MAINSTAY CAPITAL MANAGEMENT LLC /ADV: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAINSTAY CAPITAL MANAGEMENT LLC /ADV on IBM, newest first. How the timeline and the estimate are built.
MAINSTAY CAPITAL MANAGEMENT LLC /ADV held 8,683 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 8,683 sharesChange vs previous 13F +491 shares
0.18% of the 13F portfolio, value $2,441,763.
13F-HR 0001127612-26-000005 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,192 sharesChange vs previous 13F -251 shares
0.15% of the 13F portfolio, value $1,985,673.
13F-HR 0001127612-26-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,443 sharesChange vs previous 13F -965 shares
0.19% of the 13F portfolio, value $2,500,918.
13F-HR 0001127612-26-000002 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,408 sharesChange vs previous 13F -9,804 shares
0.27% of the 13F portfolio, value $2,654,541.
13F-HR 0001127612-25-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,212 sharesChange vs previous 13F +9,688 shares
0.28% of the 13F portfolio, value $5,663,025.
13F-HR 0001085146-25-004134 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,524 sharesChange vs previous 13F -174 shares
0.32% of the 13F portfolio, value $2,368,230.
13F-HR 0001085146-25-002600 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,698 sharesChange vs previous 13F +96 shares
0.32% of the 13F portfolio, value $2,131,905.
13F-HR 0001085146-25-000746 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,602 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $2,122,654.
13F-HR 0001085146-24-005075 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).