Stephenson & Company, Inc.: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stephenson & Company, Inc. on IBM, newest first. How the timeline and the estimate are built.
Stephenson & Company, Inc. held 857 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 857 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $240,997.
13F-HR 0001172661-26-002880 filed by Stephenson & Company, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 857 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $207,728.
13F-HR 0001172661-26-001723 filed by Stephenson & Company, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 857 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $253,852.
13F-HR 0001172661-26-000330 filed by Stephenson & Company, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 857 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $241,811.
13F-HR 0001172661-25-004338 filed by Stephenson & Company, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 857 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $252,626.
13F-HR 0001172661-25-002974 filed by Stephenson & Company, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 857 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $213,102.
13F-HR 0001172661-25-001602 filed by Stephenson & Company, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).