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Disclosery

MOTCO: IBM position timeline

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

MOTCO held 17,000 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,000 shares
    Change vs previous 13F -255 shares

    0.41% of the 13F portfolio, value $4,780,570.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 17,255 shares
    Change vs previous 13F +99 shares

    0.39% of the 13F portfolio, value $4,182,439.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 17,156 shares
    Change vs previous 13F -242 shares

    0.46% of the 13F portfolio, value $5,081,779.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 17,398 shares
    Change vs previous 13F +15,188 shares

    0.45% of the 13F portfolio, value $4,909,020.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 2,210 shares
    Change vs previous 13F +389 shares

    0.05% of the 13F portfolio, value $559,461.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 1,821 shares
    Change vs previous 13F -2,514 shares

    0.05% of the 13F portfolio, value $452,810.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 4,335 shares
    Change vs previous 13F +89 shares

    0.1% of the 13F portfolio, value $952,963.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 4,246 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $938,706.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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