Skip to content
Disclosery

180 WEALTH ADVISORS, LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on IBM, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 15,459 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,459 shares
    Change vs previous 13F +338 shares

    0.44% of the 13F portfolio, value $4,347,104.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH ADVISORS, 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 15,121 shares
    Change vs previous 13F +182 shares

    0.42% of the 13F portfolio, value $3,665,158.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH ADVISORS, 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 14,939 shares
    Change vs previous 13F +87 shares

    0.5% of the 13F portfolio, value $4,425,117.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH ADVISORS, 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 14,852 shares
    Change vs previous 13F +74 shares

    0.51% of the 13F portfolio, value $4,190,627.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH ADVISORS, 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 14,778 shares
    Change vs previous 13F -801 shares

    0.61% of the 13F portfolio, value $4,356,279.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH ADVISORS, 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 15,579 shares
    Change vs previous 13F -423 shares

    0.62% of the 13F portfolio, value $3,873,794.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH ADVISORS, 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 16,002 shares
    Change vs previous 13F -585 shares

    0.55% of the 13F portfolio, value $3,517,686.

    13F-HR 0001085146-25-000154 filed by 180 WEALTH ADVISORS, 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 16,587 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,666,998.

    13F-HR 0001085146-24-005280 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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