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NovaPoint Capital, LLC: IBM position timeline

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

NovaPoint Capital, LLC held 28,333 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,333 shares
    Change vs previous 13F +1,681 shares

    1.66% of the 13F portfolio, value $7,967,413.

    13F-HR 0001815025-26-000003 filed by NovaPoint Capital, 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 26,652 shares
    Change vs previous 13F +2,143 shares

    1.62% of the 13F portfolio, value $6,460,109.

    13F-HR 0001815025-26-000002 filed by NovaPoint Capital, 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 24,509 shares
    Change vs previous 13F +617 shares

    1.87% of the 13F portfolio, value $7,259,730.

    13F-HR 0001815025-26-000001 filed by NovaPoint Capital, 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 23,892 shares
    Change vs previous 13F +2,346 shares

    1.65% of the 13F portfolio, value $6,741,410.

    13F-HR 0001815025-25-000006 filed by NovaPoint Capital, 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 21,546 shares
    Change vs previous 13F +1,449 shares

    1.95% of the 13F portfolio, value $6,351,307.

    13F-HR 0001815025-25-000004 filed by NovaPoint Capital, 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 20,097 shares
    Change vs previous 13F +941 shares

    1.54% of the 13F portfolio, value $4,997,248.

    13F-HR 0001815025-25-000003 filed by NovaPoint Capital, 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 19,156 shares
    Change vs previous 13F -7,344 shares

    1.29% of the 13F portfolio, value $4,211,042.

    13F-HR 0001815025-25-000001 filed by NovaPoint Capital, 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 26,500 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $5,858,564.

    13F-HR 0001815025-24-000005 filed by NovaPoint Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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