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Disclosery

Marotta Asset Management: IBM position timeline

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

Marotta Asset Management held 1,399 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,399 shares
    Change vs previous 13F -148 shares

    0.05% of the 13F portfolio, value $307,640.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,547 shares
    Change vs previous 13F -32 shares

    0.07% of the 13F portfolio, value $442,774.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,579 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $383,872.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,579 shares
    Change vs previous 13F -26 shares

    0.09% of the 13F portfolio, value $467,659.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,605 shares
    Change vs previous 13F +407 shares

    0.09% of the 13F portfolio, value $459,762.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,198 shares
    Change vs previous 13F -462 shares

    0.07% of the 13F portfolio, value $353,090.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,660 shares
    Change vs previous 13F +103 shares

    0.07% of the 13F portfolio, value $366,950.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,557 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $342,404.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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