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WENDELL DAVID ASSOCIATES INC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WENDELL DAVID ASSOCIATES INC on IBM, newest first. How the timeline and the estimate are built.

WENDELL DAVID ASSOCIATES INC held 8,235 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,235 shares
    Change vs previous 13F -22 shares

    0.24% of the 13F portfolio, value $2,316,000.

    13F-HR 0000878228-26-000007 filed by WENDELL DAVID ASSOCIATES 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 8,257 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $2,001,000.

    13F-HR 0000878228-26-000005 filed by WENDELL DAVID ASSOCIATES 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 8,257 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,446,000.

    13F-HR 0000878228-26-000002 filed by WENDELL DAVID ASSOCIATES 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 8,257 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $2,330,000.

    13F-HR 0000878228-25-000017 filed by WENDELL DAVID ASSOCIATES 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 8,257 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,434,000.

    13F-HR 0000878228-25-000012 filed by WENDELL DAVID ASSOCIATES 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 8,257 shares
    Change vs previous 13F +50 shares

    0.2% of the 13F portfolio, value $2,053,000.

    13F-HR 0000878228-25-000006 filed by WENDELL DAVID ASSOCIATES 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 8,207 shares
    Change vs previous 13F -200 shares

    0.18% of the 13F portfolio, value $1,804,000.

    13F-HR 0000878228-25-000002 filed by WENDELL DAVID ASSOCIATES 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 8,407 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,859,000.

    13F-HR 0000878228-24-000011 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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