Optas, LLC: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Optas, LLC on IBM, newest first. How the timeline and the estimate are built.
Optas, LLC held 2,931 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 2,931 sharesChange vs previous 13F -1,323 shares
0.12% of the 13F portfolio, value $824,228.
13F-HR 0001802961-26-000004 filed by Optas, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,254 sharesChange vs previous 13F +1,074 shares
0.16% of the 13F portfolio, value $1,031,128.
13F-HR 0001802961-26-000002 filed by Optas, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,180 sharesChange vs previous 13F +122 shares
0.15% of the 13F portfolio, value $941,949.
13F-HR 0001802961-26-000001 filed by Optas, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,058 sharesChange vs previous 13F +308 shares
0.15% of the 13F portfolio, value $862,844.
13F-HR 0001802961-25-000004 filed by Optas, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,750 sharesChange vs previous 13F +54 shares
0.15% of the 13F portfolio, value $810,645.
13F-HR 0001085146-25-004086 filed by Optas, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,696 sharesChange vs previous 13F +100 shares
0.12% of the 13F portfolio, value $670,390.
13F-HR 0001085146-25-002171 filed by Optas, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,596 sharesChange vs previous 13F +50 shares
0.12% of the 13F portfolio, value $570,676.
13F-HR 0001085146-25-000492 filed by Optas, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,546 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $562,870.
13F-HR 0001085146-24-005208 filed by Optas, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).