Skip to content
Disclosery

Moloney Securities Asset Management, LLC: IBM position timeline

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

Moloney Securities Asset Management, LLC held 27,010 IBM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 27,010 shares
    Change vs previous 13F -6,067 shares

    0.91% of the 13F portfolio, value $7,621,179.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset 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 ended2025-06-30
    13F 33,077 shares
    Change vs previous 13F +4,014 shares

    1.21% of the 13F portfolio, value $9,750,301.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset 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 ended2025-03-31
    13F 29,063 shares
    Change vs previous 13F -1,621 shares

    0.98% of the 13F portfolio, value $7,226,798.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset 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 ended2024-12-31
    13F 30,684 shares
    Change vs previous 13F -1,485 shares

    0.9% of the 13F portfolio, value $6,745,186.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset 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 ended2024-09-30
    13F 32,169 shares
    Change vs previous 13F -117 shares

    0.95% of the 13F portfolio, value $7,111,983.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset 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 ended2024-06-30
    13F 32,286 shares
    Change vs previous 13F +5,122 shares

    0.81% of the 13F portfolio, value $5,583,840.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset 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 ended2024-03-31
    13F 27,164 shares
    Change vs previous 13F -191 shares

    0.78% of the 13F portfolio, value $5,187,308.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset 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 ended2023-12-31
    13F 27,355 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,473,971.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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