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Atlantic Edge Private Wealth Management, LLC: IBM position timeline

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

Atlantic Edge Private Wealth Management, LLC held 5,296 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,296 shares
    Change vs previous 13F -210 shares

    0.31% of the 13F portfolio, value $1,489,345.

    13F-HR 0002011145-26-000003 filed by Atlantic Edge Private 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 5,506 shares
    Change vs previous 13F -3,473 shares

    0.33% of the 13F portfolio, value $1,334,583.

    13F-HR 0002011145-26-000002 filed by Atlantic Edge Private 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 8,979 shares
    Change vs previous 13F -95 shares

    0.66% of the 13F portfolio, value $2,659,728.

    13F-HR 0002011145-26-000001 filed by Atlantic Edge Private 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 9,074 shares
    Change vs previous 13F -74 shares

    0.66% of the 13F portfolio, value $2,560,307.

    13F-HR 0002011145-25-000007 filed by Atlantic Edge Private 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 9,148 shares
    Change vs previous 13F +41 shares

    0.74% of the 13F portfolio, value $2,696,619.

    13F-HR 0002011145-25-000005 filed by Atlantic Edge Private 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 9,107 shares
    Change vs previous 13F -19 shares

    0.69% of the 13F portfolio, value $2,264,533.

    13F-HR 0002011145-25-000004 filed by Atlantic Edge Private 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 9,126 shares
    Change vs previous 13F +126 shares

    0.62% of the 13F portfolio, value $2,006,144.

    13F-HR 0002011145-25-000002 filed by Atlantic Edge Private 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 9,000 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,989,658.

    13F-HR 0002011145-24-000004 filed by Atlantic Edge Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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