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SACKS & ASSOCIATES, LLC: IBM position timeline

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

SACKS & ASSOCIATES, LLC held 8,777 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,777 shares
    Change vs previous 13F -940 shares

    1.35% of the 13F portfolio, value $1,930,326.

    13F-HR 0002085853-26-001138 filed by SACKS & ASSOCIATES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,717 shares
    Change vs previous 13F +67 shares

    1.47% of the 13F portfolio, value $2,173,261.

    13F-HR 0002085853-26-000930 filed by SACKS & ASSOCIATES, LLC
    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 9,650 shares
    Change vs previous 13F -132 shares

    1.74% of the 13F portfolio, value $2,339,072.

    13F-HR 0002085853-26-000936 filed by SACKS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,782 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $2,897,470.

    13F-HR 0002085853-26-000935 filed by SACKS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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