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Disclosery

Facet Wealth, Inc.: IBM position timeline

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

Facet Wealth, Inc. held 7,237 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,237 shares
    Change vs previous 13F -88 shares

    0.03% of the 13F portfolio, value $2,035,117.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, Inc.
    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 7,325 shares
    Change vs previous 13F +1,619 shares

    0.03% of the 13F portfolio, value $1,775,444.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, Inc.
    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 5,706 shares
    Change vs previous 13F -428 shares

    0.03% of the 13F portfolio, value $1,678,370.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, Inc.
    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 6,134 shares
    Change vs previous 13F +288 shares

    0.04% of the 13F portfolio, value $1,730,721.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, Inc.
    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 5,846 shares
    Change vs previous 13F +2,909 shares

    0.03% of the 13F portfolio, value $1,479,933.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, Inc.
    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 2,937 shares
    Change vs previous 13F +64 shares

    0.02% of the 13F portfolio, value $731,931.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, Inc.
    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 2,873 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $725,072.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, Inc.
    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 2,901 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $604,164.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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