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Disclosery

PFG Investments, LLC: IBM position timeline

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

PFG Investments, LLC held 48,519 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,519 shares
    Change vs previous 13F +5,657 shares

    0.53% of the 13F portfolio, value $13,643,978.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 42,862 shares
    Change vs previous 13F -836 shares

    0.48% of the 13F portfolio, value $10,389,374.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 43,698 shares
    Change vs previous 13F +135 shares

    0.61% of the 13F portfolio, value $12,943,839.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 43,563 shares
    Change vs previous 13F -698 shares

    0.64% of the 13F portfolio, value $12,291,776.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 44,261 shares
    Change vs previous 13F -771 shares

    0.77% of the 13F portfolio, value $13,047,221.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 45,032 shares
    Change vs previous 13F -410 shares

    0.72% of the 13F portfolio, value $11,197,633.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 45,442 shares
    Change vs previous 13F +493 shares

    0.61% of the 13F portfolio, value $9,791,599.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 44,949 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $9,937,249.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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