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Brown Miller Wealth Management, LLC: IBM position timeline

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

Brown Miller Wealth Management, LLC held 13,126 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,126 shares
    Change vs previous 13F +541 shares

    0.93% of the 13F portfolio, value $3,691,126.

    13F-HR 0001840084-26-000004 filed by Brown Miller 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 12,585 shares
    Change vs previous 13F +379 shares

    0.87% of the 13F portfolio, value $3,050,405.

    13F-HR 0001840084-26-000002 filed by Brown Miller 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 12,206 shares
    Change vs previous 13F -20 shares

    1% of the 13F portfolio, value $3,615,487.

    13F-HR 0001840084-26-000001 filed by Brown Miller 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 12,226 shares
    Change vs previous 13F -178 shares

    0.98% of the 13F portfolio, value $3,449,593.

    13F-HR 0001840084-25-000015 filed by Brown Miller 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 12,404 shares
    Change vs previous 13F -260 shares

    1.14% of the 13F portfolio, value $3,656,554.

    13F-HR 0001840084-25-000013 filed by Brown Miller 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 12,664 shares
    Change vs previous 13F +86 shares

    1.09% of the 13F portfolio, value $3,149,079.

    13F-HR 0001840084-25-000010 filed by Brown Miller 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 12,578 shares
    Change vs previous 13F -37 shares

    1.06% of the 13F portfolio, value $2,765,122.

    13F-HR 0001840084-25-000001 filed by Brown Miller 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/A 12,615 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,788,991.

    13F-HR/A 0001840084-25-000002 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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