Skip to content
Disclosery

Waterloo Capital, L.P.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on IBM, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 8,081 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,081 shares
    Change vs previous 13F +1,180 shares

    0.13% of the 13F portfolio, value $2,272,454.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 6,901 shares
    Change vs previous 13F -1,955 shares

    0.12% of the 13F portfolio, value $1,672,704.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 8,856 shares
    Change vs previous 13F +370 shares

    0.19% of the 13F portfolio, value $2,623,101.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 8,486 shares
    Change vs previous 13F +148 shares

    0.18% of the 13F portfolio, value $2,394,475.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 8,338 shares
    Change vs previous 13F +3,217 shares

    0.2% of the 13F portfolio, value $2,457,765.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 5,121 shares
    Change vs previous 13F +861 shares

    0.12% of the 13F portfolio, value $1,273,304.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 4,260 shares
    Change vs previous 13F -1,518 shares

    0.1% of the 13F portfolio, value $936,448.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 5,778 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,277,382.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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