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Zullo Investment Group, Inc.: IBM position timeline

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

Zullo Investment Group, Inc. held 4,538 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 4,538 shares
    Change vs previous 13F -140 shares

    0.44% of the 13F portfolio, value $1,276,406.

    13F-HR 0001909760-26-000003 filed by Zullo Investment Group, 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 4,678 shares
    Change vs previous 13F +153 shares

    0.43% of the 13F portfolio, value $1,134,003.

    13F-HR 0001909760-26-000002 filed by Zullo Investment Group, 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 4,525 shares
    Change vs previous 13F -83 shares

    0.49% of the 13F portfolio, value $1,340,869.

    13F-HR 0001909760-26-000001 filed by Zullo Investment Group, 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 4,608 shares
    Change vs previous 13F +23 shares

    0.48% of the 13F portfolio, value $1,300,419.

    13F-HR 0001909760-25-000002 filed by Zullo Investment Group, 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 4,585 shares
    Change vs previous 13F -5,162 shares

    0.55% of the 13F portfolio, value $1,351,651.

    13F-HR 0001085146-25-004138 filed by Zullo Investment Group, 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 9,747 shares
    Change vs previous 13F +59 shares

    1.04% of the 13F portfolio, value $2,423,691.

    13F-HR 0001085146-25-002533 filed by Zullo Investment Group, 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 9,688 shares
    Change vs previous 13F +12 shares

    0.86% of the 13F portfolio, value $2,129,852.

    13F-HR 0001085146-25-000702 filed by Zullo Investment Group, 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 9,676 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,139,132.

    13F-HR 0001085146-24-004857 filed by Zullo Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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