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Trivium Point Advisory, LLC: IBM position timeline

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

Trivium Point Advisory, LLC held 10,025 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,025 shares
    Change vs previous 13F +3,534 shares

    0.26% of the 13F portfolio, value $2,819,149.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 6,491 shares
    Change vs previous 13F -3,148 shares

    0.28% of the 13F portfolio, value $1,573,386.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 9,639 shares
    Change vs previous 13F -492 shares

    0.29% of the 13F portfolio, value $2,855,127.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 10,131 shares
    Change vs previous 13F +74 shares

    0.29% of the 13F portfolio, value $2,858,566.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, 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 10,057 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $2,964,567.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, 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 10,057 shares
    Change vs previous 13F +1,488 shares

    0.31% of the 13F portfolio, value $2,500,846.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, 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 8,569 shares
    Change vs previous 13F +389 shares

    0.24% of the 13F portfolio, value $1,883,672.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, 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 8,180 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,725,389.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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