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Arkadios Wealth Advisors: IBM position timeline

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

Arkadios Wealth Advisors held 39,435 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,435 shares
    Change vs previous 13F -9,818 shares

    0.17% of the 13F portfolio, value $11,089,550.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 49,253 shares
    Change vs previous 13F +11,543 shares

    0.2% of the 13F portfolio, value $11,938,468.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 37,710 shares
    Change vs previous 13F +5,907 shares

    0.22% of the 13F portfolio, value $11,169,909.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 31,803 shares
    Change vs previous 13F +5,518 shares

    0.22% of the 13F portfolio, value $8,973,671.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 26,285 shares
    Change vs previous 13F +815 shares

    0.23% of the 13F portfolio, value $7,748,506.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 25,470 shares
    Change vs previous 13F +7,484 shares

    0.24% of the 13F portfolio, value $6,333,402.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 17,986 shares
    Change vs previous 13F -749 shares

    0.22% of the 13F portfolio, value $3,953,833.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 18,735 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,141,867.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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