Skip to content
Disclosery

AE Wealth Management LLC: IBM position timeline

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

AE Wealth Management LLC held 249,165 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 249,165 shares
    Change vs previous 13F -20,691 shares

    0.33% of the 13F portfolio, value $70,068,369.

    13F-HR 0001697723-26-000007 filed by AE 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 269,856 shares
    Change vs previous 13F +158,241 shares

    0.35% of the 13F portfolio, value $65,410,325.

    13F-HR 0001697723-26-000006 filed by AE 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 111,615 shares
    Change vs previous 13F +3,026 shares

    0.19% of the 13F portfolio, value $33,061,120.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 108,589 shares
    Change vs previous 13F +8,797 shares

    0.2% of the 13F portfolio, value $30,639,593.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 99,792 shares
    Change vs previous 13F -11,357 shares

    0.22% of the 13F portfolio, value $29,416,095.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 111,149 shares
    Change vs previous 13F -1,191 shares

    0.23% of the 13F portfolio, value $27,639,106.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 112,340 shares
    Change vs previous 13F +2,664 shares

    0.21% of the 13F portfolio, value $24,696,079.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 109,676 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $24,247,223.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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