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49 WEALTH MANAGEMENT, LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on IBM, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 1,360 IBM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,360 shares
    Change vs previous 13F +465 shares

    0.07% of the 13F portfolio, value $382,532.

    13F-HR/A 0001104659-26-098355 filed by 49 WEALTH MANAGEMENT, 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 895 shares
    Change vs previous 13F +93 shares

    0.02% of the 13F portfolio, value $216,979.

    13F-HR 0001104659-26-059918 filed by 49 WEALTH MANAGEMENT, 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 802 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $237,547.

    13F-HR 0001104659-26-010120 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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