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Richard Bernstein Advisors LLC: IBM position timeline

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

Richard Bernstein Advisors LLC held 7,962 IBM shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,962 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,929,909.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,962 shares
    Change vs previous 13F -868 shares

    0.07% of the 13F portfolio, value $2,358,424.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 8,830 shares
    Change vs previous 13F -8,748 shares

    0.07% of the 13F portfolio, value $2,491,473.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 17,578 shares
    Change vs previous 13F -1,889 shares

    0.13% of the 13F portfolio, value $5,181,642.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 19,467 shares
    Change vs previous 13F -942 shares

    0.12% of the 13F portfolio, value $4,840,664.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 20,409 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $4,486,510.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 20,409 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,512,022.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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