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Disclosery

Monument Capital Management: IBM position timeline

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

Monument Capital Management held 1,299 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,299 shares
    Change vs previous 13F +334 shares

    0.06% of the 13F portfolio, value $285,748.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 965 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $271,442.

    13F-HR 0001729428-26-000005 filed by Monument Capital 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 948 shares
    Change vs previous 13F +46 shares

    0.06% of the 13F portfolio, value $229,850.

    13F-HR 0001729428-26-000003 filed by Monument Capital 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 902 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $267,260.

    13F-HR 0001729428-26-000001 filed by Monument Capital 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 902 shares
    Change vs previous 13F -18 shares

    0.06% of the 13F portfolio, value $254,583.

    13F-HR 0001729428-25-000010 filed by Monument Capital 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 920 shares
    Change vs previous 13F +21 shares

    0.07% of the 13F portfolio, value $271,276.

    13F-HR 0001729428-25-000008 filed by Monument Capital 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 899 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $223,435.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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