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Core Wealth Partners LLC: IBM position timeline

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

Core Wealth Partners LLC held 5,074 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,074 shares
    Change vs previous 13F -91 shares

    0.61% of the 13F portfolio, value $1,426,813.

    13F-HR 0001965078-26-000003 filed by Core Wealth Partners 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 5,165 shares
    Change vs previous 13F -978 shares

    0.58% of the 13F portfolio, value $1,251,848.

    13F-HR 0001965078-26-000002 filed by Core Wealth Partners 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 6,143 shares
    Change vs previous 13F +53 shares

    0.82% of the 13F portfolio, value $1,819,561.

    13F-HR 0001965078-26-000001 filed by Core Wealth Partners 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 6,090 shares
    Change vs previous 13F -1,652 shares

    0.79% of the 13F portfolio, value $1,718,421.

    13F-HR 0001965078-25-000002 filed by Core Wealth Partners 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 7,742 shares
    Change vs previous 13F +355 shares

    1.16% of the 13F portfolio, value $2,282,098.

    13F-HR 0001085146-25-004770 filed by Core Wealth Partners 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 7,387 shares
    Change vs previous 13F +224 shares

    1.07% of the 13F portfolio, value $1,836,833.

    13F-HR 0001085146-25-002995 filed by Core Wealth Partners 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 7,163 shares
    Change vs previous 13F -658 shares

    0.9% of the 13F portfolio, value $1,574,560.

    13F-HR 0001085146-25-001010 filed by Core Wealth Partners 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 7,821 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,728,901.

    13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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