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EP Wealth Advisors, LLC: IBM position timeline

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

EP Wealth Advisors, LLC held 55,800 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,800 shares
    Change vs previous 13F +4,418 shares

    0.06% of the 13F portfolio, value $15,691,402.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 51,382 shares
    Change vs previous 13F -2,368 shares

    0.06% of the 13F portfolio, value $12,454,500.

    13F-HR 0001398344-26-009125 filed by EP 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 ended2025-12-31
    13F 53,750 shares
    Change vs previous 13F +7,389 shares

    0.08% of the 13F portfolio, value $15,921,312.

    13F-HR 0001398344-26-003327 filed by EP 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 ended2025-06-30
    13F 46,361 shares
    Change vs previous 13F +6,894 shares

    0.09% of the 13F portfolio, value $13,666,330.

    13F-HR 0001398344-25-015642 filed by EP 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 ended2025-03-31
    13F 39,467 shares
    Change vs previous 13F -1,667 shares

    0.08% of the 13F portfolio, value $9,813,810.

    13F-HR 0001398344-25-009656 filed by EP 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 ended2024-12-31
    13F 41,134 shares
    Change vs previous 13F +6,053 shares

    0.07% of the 13F portfolio, value $9,042,494.

    13F-HR 0001398344-25-002748 filed by EP 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 ended2024-09-30
    13F 35,081 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,755,700.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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