Skip to content
Disclosery

Nvest Financial, LLC: IBM position timeline

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

Nvest Financial, LLC held 8,564 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,564 shares
    Change vs previous 13F +6,218 shares

    0.76% of the 13F portfolio, value $2,408,386.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, 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 2,346 shares
    Change vs previous 13F +12 shares

    0.21% of the 13F portfolio, value $568,698.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, 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 2,334 shares
    Change vs previous 13F +471 shares

    0.29% of the 13F portfolio, value $691,466.

    13F-HR 0001951757-26-000418 filed by Nvest Financial, 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 1,863 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $525,664.

    13F-HR 0001951757-25-001414 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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