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Disclosery

Factor Wealth Management LTD: IBM position timeline

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

Factor Wealth Management LTD held 1,198 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,198 shares
    Change vs previous 13F -101 shares

    0.04% of the 13F portfolio, value $263,455.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,299 shares
    Change vs previous 13F -14 shares

    0.06% of the 13F portfolio, value $365,239.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 1,313 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $318,167.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    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 1,312 shares
    Change vs previous 13F +286 shares

    0.08% of the 13F portfolio, value $388,752.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    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 1,026 shares
    Change vs previous 13F -289 shares

    0.07% of the 13F portfolio, value $289,568.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    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 1,315 shares
    Change vs previous 13F +267 shares

    0.11% of the 13F portfolio, value $387,652.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    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 1,048 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $260,564.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    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 1,048 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $230,312.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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