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Disclosery

Destination Wealth Management: IBM position timeline

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

Destination Wealth Management held 7,869 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,869 shares
    Change vs previous 13F -146 shares

    0.05% of the 13F portfolio, value $2,212,931.

    13F-HR 0001278573-26-000008 filed by Destination 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 8,015 shares
    Change vs previous 13F +1,285 shares

    0.05% of the 13F portfolio, value $1,942,844.

    13F-HR 0001278573-26-000006 filed by Destination 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 6,730 shares
    Change vs previous 13F -196 shares

    0.05% of the 13F portfolio, value $1,993,558.

    13F-HR 0001278573-26-000003 filed by Destination 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 6,926 shares
    Change vs previous 13F +3,489 shares

    0.05% of the 13F portfolio, value $1,954,366.

    13F-HR 0001278573-25-000012 filed by Destination 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 3,437 shares
    Change vs previous 13F -314 shares

    0.03% of the 13F portfolio, value $1,013,186.

    13F-HR 0001278573-25-000009 filed by Destination 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 3,751 shares
    Change vs previous 13F +31 shares

    0.03% of the 13F portfolio, value $932,724.

    13F-HR 0001278573-25-000006 filed by Destination 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 3,720 shares
    Change vs previous 13F +1,421 shares

    0.03% of the 13F portfolio, value $817,734.

    13F-HR 0001278573-25-000002 filed by Destination 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 2,299 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $508,281.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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