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Gradient Investments LLC: IBM position timeline

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

Gradient Investments LLC held 82,749 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 82,749 shares
    Change vs previous 13F +31,592 shares

    0.26% of the 13F portfolio, value $18,199,020.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,157 shares
    Change vs previous 13F +3,052 shares

    0.2% of the 13F portfolio, value $14,385,918.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 48,105 shares
    Change vs previous 13F +3,876 shares

    0.18% of the 13F portfolio, value $11,660,231.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 44,229 shares
    Change vs previous 13F +1,380 shares

    0.21% of the 13F portfolio, value $13,101,216.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 42,849 shares
    Change vs previous 13F +40,357 shares

    0.2% of the 13F portfolio, value $12,090,378.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,492 shares
    Change vs previous 13F +572 shares

    0.01% of the 13F portfolio, value $734,607.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,920 shares
    Change vs previous 13F +29 shares

    0.01% of the 13F portfolio, value $477,371.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,891 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $415,709.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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