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MONEY CONCEPTS CAPITAL CORP: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEY CONCEPTS CAPITAL CORP on IBM, newest first. How the timeline and the estimate are built.

MONEY CONCEPTS CAPITAL CORP held 29,394 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,394 shares
    Change vs previous 13F +6,998 shares

    0.38% of the 13F portfolio, value $8,265,699.

    13F-HR 0000716851-26-000010 filed by MONEY CONCEPTS CAPITAL CORP
    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 22,396 shares
    Change vs previous 13F +1,180 shares

    0.3% of the 13F portfolio, value $5,428,570.

    13F-HR 0000716851-26-000007 filed by MONEY CONCEPTS CAPITAL CORP
    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 21,216 shares
    Change vs previous 13F -669 shares

    0.35% of the 13F portfolio, value $6,284,278.

    13F-HR 0000716851-26-000001 filed by MONEY CONCEPTS CAPITAL CORP
    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 21,885 shares
    Change vs previous 13F +1,738 shares

    0.38% of the 13F portfolio, value $6,174,943.

    13F-HR 0000716851-25-000006 filed by MONEY CONCEPTS CAPITAL CORP
    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 20,147 shares
    Change vs previous 13F -170 shares

    0.4% of the 13F portfolio, value $5,938,915.

    13F-HR 0001085146-25-005096 filed by MONEY CONCEPTS CAPITAL CORP
    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 20,317 shares
    Change vs previous 13F -2,200 shares

    0.38% of the 13F portfolio, value $5,051,992.

    13F-HR 0001085146-25-002307 filed by MONEY CONCEPTS CAPITAL CORP
    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 22,517 shares
    Change vs previous 13F +47 shares

    0.37% of the 13F portfolio, value $4,949,870.

    13F-HR 0001085146-25-000510 filed by MONEY CONCEPTS CAPITAL CORP
    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 22,470 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,967,703.

    13F-HR 0001085146-24-005242 filed by MONEY CONCEPTS CAPITAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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