Skip to content
Disclosery

VestGen Advisors, LLC: IBM position timeline

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

VestGen Advisors, LLC held 14,520 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,520 shares
    Change vs previous 13F -180 shares

    0.12% of the 13F portfolio, value $4,083,048.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 14,700 shares
    Change vs previous 13F +2,296 shares

    0.09% of the 13F portfolio, value $3,222,445.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 12,404 shares
    Change vs previous 13F -7,675 shares

    0.16% of the 13F portfolio, value $3,674,059.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, 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 20,079 shares
    Change vs previous 13F +2,003 shares

    0.19% of the 13F portfolio, value $5,665,545.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, 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 18,076 shares
    Change vs previous 13F +2,405 shares

    0.19% of the 13F portfolio, value $4,824,496.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, 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 15,671 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,896,636.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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