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VestGen Investment Management: IBM position timeline

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

VestGen Investment Management held 799 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 799 shares
    Change vs previous 13F -148 shares

    0.12% of the 13F portfolio, value $224,687.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 947 shares
    Change vs previous 13F -2,112 shares

    0.13% of the 13F portfolio, value $229,567.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 3,059 shares
    Change vs previous 13F +149 shares

    0.5% of the 13F portfolio, value $906,119.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 2,910 shares
    Change vs previous 13F +279 shares

    0.49% of the 13F portfolio, value $821,086.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 2,631 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $775,566.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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