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WOODWARD DIVERSIFIED CAPITAL, LLC: IBM position timeline

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

WOODWARD DIVERSIFIED CAPITAL, LLC held 7,320 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,320 shares
    Change vs previous 13F -31 shares

    0.91% of the 13F portfolio, value $2,058,348.

    13F-HR 0001846177-26-000003 filed by WOODWARD DIVERSIFIED CAPITAL, 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 7,351 shares
    Change vs previous 13F +130 shares

    0.85% of the 13F portfolio, value $1,863,140.

    13F-HR 0001846177-26-000002 filed by WOODWARD DIVERSIFIED CAPITAL, 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 7,221 shares
    Change vs previous 13F +190 shares

    0.98% of the 13F portfolio, value $2,139,066.

    13F-HR 0001846177-26-000001 filed by WOODWARD DIVERSIFIED CAPITAL, 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 7,031 shares
    Change vs previous 13F +49 shares

    0.92% of the 13F portfolio, value $1,983,951.

    13F-HR 0001846177-25-000004 filed by WOODWARD DIVERSIFIED CAPITAL, 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 6,982 shares
    Change vs previous 13F +364 shares

    1.04% of the 13F portfolio, value $2,058,209.

    13F-HR 0001085146-25-003970 filed by WOODWARD DIVERSIFIED CAPITAL, 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 6,618 shares
    Change vs previous 13F +89 shares

    1.16% of the 13F portfolio, value $1,645,632.

    13F-HR 0001085146-25-002553 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    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 6,529 shares
    Change vs previous 13F -899 shares

    1.05% of the 13F portfolio, value $1,435,270.

    13F-HR 0001085146-25-000532 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    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 7,428 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,642,229.

    13F-HR 0001085146-24-005289 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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