Skip to content

TRADITION CAPITAL MANAGEMENT LLC: IBM position timeline

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

TRADITION CAPITAL MANAGEMENT LLC held 28,684 IBM shares at 2019-03-31 per its 13F-HR filed 2019-05-07.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 28,684 shares
    Change vs previous 13F +18,980 shares

    1.1% of the 13F portfolio, value $4,047,000.

    13F-HR 0001166385-19-000004 filed by TRADITION 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 ended2018-12-31
    13F 9,704 shares
    Change vs previous 13F -32,939 shares

    0.34% of the 13F portfolio, value $1,103,000.

    13F-HR 0001166385-19-000002 filed by TRADITION 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 ended2018-09-30
    13F 42,643 shares
    Change vs previous 13F +3,275 shares

    1.68% of the 13F portfolio, value $6,448,000.

    13F-HR 0001166385-18-000008 filed by TRADITION 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 ended2018-06-30
    13F 39,368 shares
    Change vs previous 13F +3,219 shares

    1.56% of the 13F portfolio, value $5,499,000.

    13F-HR 0001166385-18-000006 filed by TRADITION 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 ended2018-03-31
    13F 36,149 shares
    Change vs previous 13F +5,100 shares

    1.59% of the 13F portfolio, value $5,546,000.

    13F-HR 0001166385-18-000004 filed by TRADITION 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 ended2017-12-31
    13F 31,049 shares
    Change vs previous 13F +28,074 shares

    1.29% of the 13F portfolio, value $4,763,000.

    13F-HR 0001166385-18-000002 filed by TRADITION 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 ended2017-09-30
    13F 2,975 shares
    Change vs previous 13F -2,590 shares

    0.14% of the 13F portfolio, value $432,000.

    13F-HR 0001580642-17-005876 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 5,565 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $856,000.

    13F-HR 0001580642-17-004300 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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