Boyd Wealth Management, LLC: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boyd Wealth Management, LLC on IBM, newest first. How the timeline and the estimate are built.
Boyd Wealth Management, LLC held 1,339 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 1,339 sharesChange vs previous 13F +6 shares
0.14% of the 13F portfolio, value $376,540.
13F-HR 0001846114-26-000010 filed by Boyd Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,333 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $323,106.
13F-HR 0001846114-26-000009 filed by Boyd Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,333 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $394,848.
13F-HR 0001846114-26-000001 filed by Boyd Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,333 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $376,119.
13F-HR 0001846114-25-000002 filed by Boyd Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,333 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $392,942.
13F-HR 0001667731-25-000805 filed by Boyd Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,333 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $331,464.
13F-HR 0001667731-25-000504 filed by Boyd Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,333 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $293,033.
13F-HR 0001667731-25-000097 filed by Boyd Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,333 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $294,700.
13F-HR 0001846114-24-000004 filed by Boyd Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).