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Disclosery

SevenBridge Financial Group, LLC: IBM position timeline

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

SevenBridge Financial Group, LLC held 11,347 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,347 shares
    Change vs previous 13F -367 shares

    0.4% of the 13F portfolio, value $2,692,470.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial Group, 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 11,714 shares
    Change vs previous 13F -243 shares

    0.46% of the 13F portfolio, value $2,950,345.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial Group, 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 11,957 shares
    Change vs previous 13F -551 shares

    0.57% of the 13F portfolio, value $3,543,285.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial Group, 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 12,508 shares
    Change vs previous 13F -2,102 shares

    0.65% of the 13F portfolio, value $3,939,841.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial Group, 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 14,610 shares
    Change vs previous 13F -1,286 shares

    0.6% of the 13F portfolio, value $3,430,043.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial Group, 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 15,896 shares
    Change vs previous 13F -2,985 shares

    0.79% of the 13F portfolio, value $4,032,543.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial Group, 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 18,881 shares
    Change vs previous 13F +1,320 shares

    0.91% of the 13F portfolio, value $4,808,930.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial Group, 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 17,561 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,750,452.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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