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Verus Financial Partners, Inc.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verus Financial Partners, Inc. on IBM, newest first. How the timeline and the estimate are built.

Verus Financial Partners, Inc. held 5,690 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,690 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,600,085.

    13F-HR 0001481714-26-000005 filed by Verus Financial Partners, Inc.
    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 5,690 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,428,190.

    13F-HR 0001481714-26-000003 filed by Verus Financial Partners, Inc.
    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 5,690 shares
    Change vs previous 13F -30 shares

    0.16% of the 13F portfolio, value $1,686,118.

    13F-HR 0001481714-26-000001 filed by Verus Financial Partners, Inc.
    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 5,720 shares
    Change vs previous 13F -763 shares

    0.16% of the 13F portfolio, value $1,613,955.

    13F-HR 0001481714-25-000012 filed by Verus Financial Partners, Inc.
    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 6,483 shares
    Change vs previous 13F -132 shares

    0.19% of the 13F portfolio, value $1,880,978.

    13F-HR 0001481714-25-000006 filed by Verus Financial Partners, Inc.
    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 6,615 shares
    Change vs previous 13F +2,350 shares

    0.18% of the 13F portfolio, value $1,592,231.

    13F-HR 0001481714-25-000005 filed by Verus Financial Partners, Inc.
    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 4,265 shares
    Change vs previous 13F +900 shares

    0.11% of the 13F portfolio, value $937,234.

    13F-HR 0001481714-25-000002 filed by Verus Financial Partners, Inc.
    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 3,365 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $738,113.

    13F-HR 0001481714-24-000009 filed by Verus Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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