Skip to content
Disclosery

Sunbeam Capital Management, LLC: IBM position timeline

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

Sunbeam Capital Management, LLC held 2,582 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,582 shares
    Change vs previous 13F -40 shares

    0.33% of the 13F portfolio, value $726,192.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital Management, 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 2,622 shares
    Change vs previous 13F +205 shares

    0.36% of the 13F portfolio, value $635,486.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital Management, 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 2,417 shares
    Change vs previous 13F -189 shares

    0.42% of the 13F portfolio, value $716,020.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital Management, 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 2,606 shares
    Change vs previous 13F +100 shares

    0.46% of the 13F portfolio, value $735,388.

    13F-HR 0001951757-25-001203 filed by Sunbeam Capital Management, 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 2,506 shares
    Change vs previous 13F +1,489 shares

    0.56% of the 13F portfolio, value $738,580.

    13F-HR 0001951757-25-000932 filed by Sunbeam Capital Management, 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 1,017 shares
    Change vs previous 13F -25 shares

    0.24% of the 13F portfolio, value $252,961.

    13F-HR 0001951757-25-000518 filed by Sunbeam Capital Management, 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/A 1,042 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $228,965.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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