OAKWOOD CAPITAL MANAGEMENT LLC/CA: IBM position timeline

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

OAKWOOD CAPITAL MANAGEMENT LLC/CA held 0 IBM shares at 2019-12-31 per its 13F-HR filed 2020-01-27.

the latest 13F is the newest step

period ended2019-12-31
13F 0 shares
Change vs previous 13F -24,225 shares
13F-HR 0001077148-20-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2020-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2019-09-30
13F 24,225 shares
Change vs previous 13F not available
1.56% of the 13F portfolio, value $3,523,000.
13F-HR 0001077148-19-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2019-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC
Acceptance time not in the bulk data set (spec §4.2).