Sterneck Capital Management, LLC: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterneck Capital Management, LLC on IBM, newest first. How the timeline and the estimate are built.
Sterneck Capital Management, LLC held 11,034 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 11,034 sharesChange vs previous 13F -2,256 shares
1.33% of the 13F portfolio, value $3,102,993.
13F-HR 0001438574-26-000003 filed by Sterneck Capital Management, 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 13,290 sharesChange vs previous 13F -253 shares
1.45% of the 13F portfolio, value $3,221,362.
13F-HR 0001438574-26-000002 filed by Sterneck Capital Management, 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 13,543 sharesChange vs previous 13F -23 shares
1.81% of the 13F portfolio, value $4,011,429.
13F-HR 0001438574-26-000001 filed by Sterneck Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,566 sharesChange vs previous 13F +560 shares
1.78% of the 13F portfolio, value $3,827,819.
13F-HR 0001438574-25-000009 filed by Sterneck Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,006 sharesChange vs previous 13F -107 shares
1.94% of the 13F portfolio, value $3,833,780.
13F-HR 0001438574-25-000003 filed by Sterneck Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,113 sharesChange vs previous 13F -269 shares
1.76% of the 13F portfolio, value $3,260,687.
13F-HR 0001438574-25-000002 filed by Sterneck Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,382 sharesChange vs previous 13F -523 shares
1.59% of the 13F portfolio, value $2,941,872.
13F-HR 0001438574-25-000001 filed by Sterneck Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,905 sharesChange vs previous 13F not available
1.66% of the 13F portfolio, value $3,074,089.
13F-HR 0001438574-24-000007 filed by Sterneck Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).