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Disclosery

Broadway Wealth Solutions, Inc.: IBM position timeline

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

Broadway Wealth Solutions, Inc. held 3,029 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,029 shares
    Change vs previous 13F +5 shares

    0.4% of the 13F portfolio, value $851,896.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, 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 3,024 shares
    Change vs previous 13F +201 shares

    0.38% of the 13F portfolio, value $732,987.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, 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 2,823 shares
    Change vs previous 13F -55 shares

    0.45% of the 13F portfolio, value $836,201.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,878 shares
    Change vs previous 13F +481 shares

    0.46% of the 13F portfolio, value $812,056.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,397 shares
    Change vs previous 13F +242 shares

    0.44% of the 13F portfolio, value $706,588.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    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 2,155 shares
    Change vs previous 13F +213 shares

    0.39% of the 13F portfolio, value $535,862.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,942 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $426,910.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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