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Disclosery

NavPoint Financial, Inc.: IBM position timeline

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

NavPoint Financial, Inc. held 1,247 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,247 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $350,669.

    13F-HR 0002085853-26-000833 filed by NavPoint Financial, Inc.
    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 1,247 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $302,260.

    13F-HR 0002085853-26-000497 filed by NavPoint Financial, Inc.
    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 1,247 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $369,374.

    13F-HR 0002085853-26-000056 filed by NavPoint Financial, Inc.
    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 1,247 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $351,854.

    13F-HR 0002085853-25-000039 filed by NavPoint Financial, Inc.
    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 1,247 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $367,591.

    13F-HR 0001667731-25-000937 filed by NavPoint Financial, Inc.
    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 1,247 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $310,079.

    13F-HR 0001667731-25-000423 filed by NavPoint Financial, Inc.
    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 1,247 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $274,128.

    13F-HR 0001667731-25-000117 filed by NavPoint Financial, Inc.
    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 1,247 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $275,687.

    13F-HR 0002009813-24-000004 filed by NavPoint Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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