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Aventura Private Wealth, LLC: IBM position timeline

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

Aventura Private Wealth, LLC held 4,985 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,985 shares
    Change vs previous 13F -277 shares

    0.43% of the 13F portfolio, value $1,401,883.

    13F-HR 0002074418-26-000007 filed by Aventura Private Wealth, 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 5,262 shares
    Change vs previous 13F +1,159 shares

    0.47% of the 13F portfolio, value $1,275,483.

    13F-HR 0002074418-26-000006 filed by Aventura Private Wealth, 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 4,103 shares
    Change vs previous 13F -3,003 shares

    0.44% of the 13F portfolio, value $1,215,438.

    13F-HR 0002074418-26-000001 filed by Aventura Private Wealth, 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 7,106 shares
    Change vs previous 13F +4,443 shares

    0.74% of the 13F portfolio, value $2,005,053.

    13F-HR 0002074418-26-000005 filed by Aventura Private Wealth, 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 2,663 shares
    Change vs previous 13F +6 shares

    0.34% of the 13F portfolio, value $784,914.

    13F-HR 0002074418-26-000004 filed by Aventura Private Wealth, 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 2,657 shares
    Change vs previous 13F +56 shares

    0.35% of the 13F portfolio, value $660,782.

    13F-HR 0002074418-26-000003 filed by Aventura Private Wealth, 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 2,601 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $571,778.

    13F-HR 0002074418-26-000002 filed by Aventura Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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