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Dakota Wealth Management: IBM position timeline

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

Dakota Wealth Management held 28,576 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,576 shares
    Change vs previous 13F -2,763 shares

    0.15% of the 13F portfolio, value $8,035,759.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 31,339 shares
    Change vs previous 13F -25,341 shares

    0.16% of the 13F portfolio, value $7,596,320.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 56,680 shares
    Change vs previous 13F +19,631 shares

    0.3% of the 13F portfolio, value $16,789,326.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 37,049 shares
    Change vs previous 13F -43,802 shares

    0.21% of the 13F portfolio, value $10,453,807.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 80,851 shares
    Change vs previous 13F +43,662 shares

    0.5% of the 13F portfolio, value $23,833,262.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 37,189 shares
    Change vs previous 13F -8,882 shares

    0.22% of the 13F portfolio, value $9,247,372.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 46,071 shares
    Change vs previous 13F -23,936 shares

    0.23% of the 13F portfolio, value $10,127,808.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 70,007 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $15,477,072.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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