Skip to content
Disclosery

Emergent Wealth Advisors, LLC: IBM position timeline

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

Emergent Wealth Advisors, LLC held 2,521 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,521 shares
    Change vs previous 13F -950 shares

    0.29% of the 13F portfolio, value $554,382.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,471 shares
    Change vs previous 13F -349 shares

    0.42% of the 13F portfolio, value $809,535.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth Advisors, 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 3,820 shares
    Change vs previous 13F +1,134 shares

    0.55% of the 13F portfolio, value $925,951.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth Advisors, 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 2,686 shares
    Change vs previous 13F +39 shares

    0.45% of the 13F portfolio, value $795,696.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth Advisors, 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 2,647 shares
    Change vs previous 13F +203 shares

    0.43% of the 13F portfolio, value $746,817.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth Advisors, 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 2,444 shares
    Change vs previous 13F +138 shares

    0.46% of the 13F portfolio, value $720,452.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth Advisors, 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 2,306 shares
    Change vs previous 13F -669 shares

    0.42% of the 13F portfolio, value $573,509.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth Advisors, 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 2,975 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $653,931.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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