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Disclosery

Pathstone Holdings, LLC: IBM position timeline

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

Pathstone Holdings, LLC held 138,030 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,030 shares
    Change vs previous 13F +19,471 shares

    0.11% of the 13F portfolio, value $38,909,377.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 118,559 shares
    Change vs previous 13F +2,877 shares

    0.11% of the 13F portfolio, value $28,737,817.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 115,682 shares
    Change vs previous 13F -219 shares

    0.13% of the 13F portfolio, value $34,266,003.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 115,901 shares
    Change vs previous 13F +50 shares

    0.12% of the 13F portfolio, value $32,702,638.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 115,851 shares
    Change vs previous 13F -4,475 shares

    0.13% of the 13F portfolio, value $34,030,918.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 120,326 shares
    Change vs previous 13F +3,826 shares

    0.13% of the 13F portfolio, value $29,912,680.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 116,500 shares
    Change vs previous 13F +1,407 shares

    0.11% of the 13F portfolio, value $25,604,099.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 115,093 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $25,444,679.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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