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Disclosery

FAS Wealth Partners, Inc.: IBM position timeline

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

FAS Wealth Partners, Inc. held 7,945 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,945 shares
    Change vs previous 13F +347 shares

    0.12% of the 13F portfolio, value $2,234,221.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, 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 7,598 shares
    Change vs previous 13F +86 shares

    0.11% of the 13F portfolio, value $1,841,613.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, 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 7,512 shares
    Change vs previous 13F +28 shares

    0.14% of the 13F portfolio, value $2,225,034.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, 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 7,484 shares
    Change vs previous 13F -226 shares

    0.14% of the 13F portfolio, value $2,111,764.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, 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 7,710 shares
    Change vs previous 13F -65 shares

    0.17% of the 13F portfolio, value $2,272,855.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, 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 7,775 shares
    Change vs previous 13F -220 shares

    0.16% of the 13F portfolio, value $1,933,362.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, 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 7,995 shares
    Change vs previous 13F -13 shares

    0.15% of the 13F portfolio, value $1,757,531.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, 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 8,008 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,770,453.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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