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Disclosery

Matrix Trust Co: IBM position timeline

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

Matrix Trust Co held 5,513 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,513 shares
    Change vs previous 13F +265 shares

    0.18% of the 13F portfolio, value $1,212,000.

    13F-HR 0001784277-26-000008 filed by Matrix Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,248 shares
    Change vs previous 13F -215 shares

    0.21% of the 13F portfolio, value $1,476,000.

    13F-HR 0001784277-26-000006 filed by Matrix Trust Co
    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 5,463 shares
    Change vs previous 13F +181 shares

    0.22% of the 13F portfolio, value $1,324,000.

    13F-HR 0001784277-26-000004 filed by Matrix Trust Co
    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 5,282 shares
    Change vs previous 13F -528 shares

    0.26% of the 13F portfolio, value $1,565,000.

    13F-HR 0001784277-26-000001 filed by Matrix Trust Co
    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 5,810 shares
    Change vs previous 13F +3,778 shares

    0.26% of the 13F portfolio, value $1,639,000.

    13F-HR 0001784277-25-000009 filed by Matrix Trust Co
    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 2,032 shares
    Change vs previous 13F +64 shares

    0.1% of the 13F portfolio, value $599,000.

    13F-HR 0001784277-25-000005 filed by Matrix Trust Co
    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 1,968 shares
    Change vs previous 13F +377 shares

    0.08% of the 13F portfolio, value $489,000.

    13F-HR 0001784277-25-000003 filed by Matrix Trust Co
    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 1,591 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $350,000.

    13F-HR 0001784277-25-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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