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Disclosery

Aurora Private Wealth, Inc.: IBM position timeline

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

Aurora Private Wealth, Inc. held 1,553 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,553 shares
    Change vs previous 13F +282 shares

    0.28% of the 13F portfolio, value $437,000.

    13F-HR 0001802132-26-000003 filed by Aurora Private Wealth, Inc.
    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 1,271 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $374,000.

    13F-HR 0001802132-26-000002 filed by Aurora Private Wealth, Inc.
    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 1,271 shares
    Change vs previous 13F -282 shares

    0.25% of the 13F portfolio, value $377,000.

    13F-HR 0001802132-26-000001 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,553 shares
    Change vs previous 13F +7 shares

    0.34% of the 13F portfolio, value $458,000.

    13F-HR 0001802132-25-000004 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 1,546 shares
    Change vs previous 13F +4 shares

    0.31% of the 13F portfolio, value $384,000.

    13F-HR/A 0001802132-25-000003 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,542 shares
    Change vs previous 13F -7 shares

    0.25% of the 13F portfolio, value $339,000.

    13F-HR 0001802132-25-000001 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,549 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $342,000.

    13F-HR 0001802132-24-000004 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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