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Disclosery

Realta Investment Advisors: IBM position timeline

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

Realta Investment Advisors held 2,599 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,599 shares
    Change vs previous 13F +268 shares

    0.17% of the 13F portfolio, value $571,508.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,331 shares
    Change vs previous 13F +264 shares

    0.2% of the 13F portfolio, value $655,390.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,067 shares
    Change vs previous 13F -155 shares

    0.17% of the 13F portfolio, value $500,896.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,222 shares
    Change vs previous 13F +182 shares

    0.22% of the 13F portfolio, value $658,277.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,040 shares
    Change vs previous 13F +25 shares

    0.19% of the 13F portfolio, value $575,533.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,015 shares
    Change vs previous 13F -37 shares

    0.23% of the 13F portfolio, value $593,927.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,052 shares
    Change vs previous 13F -496 shares

    0.23% of the 13F portfolio, value $510,236.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,548 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $567,261.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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