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Disclosery

S.A. Mason LLC: IBM position timeline

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

S.A. Mason LLC held 1,197 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,197 shares
    Change vs previous 13F -47 shares

    0.1% of the 13F portfolio, value $336,608.

    13F-HR 0001800911-26-000003 filed by S.A. Mason 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 1,244 shares
    Change vs previous 13F +47 shares

    0.11% of the 13F portfolio, value $301,533.

    13F-HR 0001800911-26-000002 filed by S.A. Mason 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 1,197 shares
    Change vs previous 13F +10 shares

    0.14% of the 13F portfolio, value $354,563.

    13F-HR 0001800911-26-000001 filed by S.A. Mason 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 1,187 shares
    Change vs previous 13F +240 shares

    0.15% of the 13F portfolio, value $334,924.

    13F-HR 0001800911-25-000005 filed by S.A. Mason 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 947 shares
    Change vs previous 13F +15 shares

    0.14% of the 13F portfolio, value $279,157.

    13F-HR 0001800911-25-000003 filed by S.A. Mason 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 932 shares
    Change vs previous 13F +135 shares

    0.12% of the 13F portfolio, value $231,751.

    13F-HR 0001800911-25-000002 filed by S.A. Mason 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 797 shares
    Change vs previous 13F +100 shares

    0.09% of the 13F portfolio, value $175,205.

    13F-HR 0001800911-25-000001 filed by S.A. Mason 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 697 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $154,093.

    13F-HR 0001800911-24-000005 filed by S.A. Mason LLC
    Filed (acceptance time not in the bulk data set), ingested

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