SageGuard Financial Group, LLC: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SageGuard Financial Group, LLC on IBM, newest first. How the timeline and the estimate are built.
SageGuard Financial Group, LLC held 27,975 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 27,975 sharesChange vs previous 13F -1,890 shares
1.11% of the 13F portfolio, value $7,866,776.
13F-HR 0002085853-26-000869 filed by SageGuard Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,865 sharesChange vs previous 13F -3,086 shares
1.12% of the 13F portfolio, value $7,239,009.
13F-HR 0002085853-26-000465 filed by SageGuard Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,951 sharesChange vs previous 13F not available
1.55% of the 13F portfolio, value $9,760,378.
13F-HR 0002085853-26-000111 filed by SageGuard Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).