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NEOS Investment Management LLC: IBM position timeline

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

NEOS Investment Management LLC held 151,373 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,373 shares
    Change vs previous 13F +16,708 shares

    0.16% of the 13F portfolio, value $42,567,602.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 ended2026-03-31
    13F 134,665 shares
    Change vs previous 13F +6,354 shares

    0.16% of the 13F portfolio, value $32,641,449.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 ended2025-12-31
    13F 128,311 shares
    Change vs previous 13F +13,916 shares

    0.22% of the 13F portfolio, value $38,007,001.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 ended2025-09-30
    13F 114,395 shares
    Change vs previous 13F +38,973 shares

    0.24% of the 13F portfolio, value $32,277,693.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 ended2025-06-30
    13F 75,422 shares
    Change vs previous 13F +16,053 shares

    0.28% of the 13F portfolio, value $22,232,897.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 ended2025-03-31
    13F 59,369 shares
    Change vs previous 13F +11,281 shares

    0.28% of the 13F portfolio, value $14,762,696.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 ended2024-12-31
    13F 48,088 shares
    Change vs previous 13F +5,176 shares

    0.25% of the 13F portfolio, value $10,571,185.

    13F-HR 0001172661-25-000673 filed by NEOS Investment 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 ended2024-09-30
    13F 42,912 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,486,985.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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