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Disclosery

Royal Fund Management, LLC: IBM position timeline

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

Royal Fund Management, LLC held 44,510 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,510 shares
    Change vs previous 13F +1,116 shares

    1.04% of the 13F portfolio, value $12,516,803.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 43,394 shares
    Change vs previous 13F +5,536 shares

    1.01% of the 13F portfolio, value $10,530,404.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, 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 37,858 shares
    Change vs previous 13F +8,279 shares

    1.03% of the 13F portfolio, value $11,224,780.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, 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 29,579 shares
    Change vs previous 13F +1,974 shares

    1.01% of the 13F portfolio, value $8,358,420.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 27,605 shares
    Change vs previous 13F -1,338 shares

    0.87% of the 13F portfolio, value $8,144,636.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 28,943 shares
    Change vs previous 13F +841 shares

    0.87% of the 13F portfolio, value $7,300,296.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 28,102 shares
    Change vs previous 13F -32,010 shares

    0.68% of the 13F portfolio, value $6,270,629.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 60,112 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $13,481,369.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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