Valpey Financial Services, LLC
Holdings in IBM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $256,816,143 | 867,007 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $880,903 | 3,122 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $920,303 | 3,122 | Shares | Sole | 2025-07-22 |