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Connecticut Wealth Management, LLC: IBM position timeline

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

Connecticut Wealth Management, LLC held 13,765 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,765 shares
    Change vs previous 13F -523 shares

    0.11% of the 13F portfolio, value $3,027,395.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,288 shares
    Change vs previous 13F -171 shares

    0.15% of the 13F portfolio, value $4,017,862.

    13F-HR 0001689829-26-000003 filed by Connecticut 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 ended2026-03-31
    13F 14,459 shares
    Change vs previous 13F -134 shares

    0.15% of the 13F portfolio, value $3,504,660.

    13F-HR 0001214659-26-005373 filed by Connecticut 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 ended2025-12-31
    13F 14,593 shares
    Change vs previous 13F +1,610 shares

    0.19% of the 13F portfolio, value $4,322,671.

    13F-HR 0001214659-26-001526 filed by Connecticut 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 ended2025-09-30
    13F 12,983 shares
    Change vs previous 13F -109 shares

    0.16% of the 13F portfolio, value $3,663,358.

    13F-HR 0001214659-25-016356 filed by Connecticut 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 ended2025-06-30
    13F 13,092 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $3,859,338.

    13F-HR 0001214659-25-012283 filed by Connecticut 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 ended2025-03-31
    13F 13,090 shares
    Change vs previous 13F +983 shares

    0.17% of the 13F portfolio, value $3,255,025.

    13F-HR 0001689829-25-000002 filed by Connecticut 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 ended2024-12-31
    13F 12,107 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,661,540.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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