Skip to content
Disclosery

Financial & Tax Architects, LLC: IBM position timeline

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

Financial & Tax Architects, LLC held 29,366 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,366 shares
    Change vs previous 13F -1,111 shares

    1.74% of the 13F portfolio, value $8,258,140.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 30,477 shares
    Change vs previous 13F +1,914 shares

    1.65% of the 13F portfolio, value $7,387,390.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 28,563 shares
    Change vs previous 13F -2,604 shares

    1.9% of the 13F portfolio, value $8,460,675.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 31,167 shares
    Change vs previous 13F +1,223 shares

    1.94% of the 13F portfolio, value $8,794,070.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 29,944 shares
    Change vs previous 13F -535 shares

    2.14% of the 13F portfolio, value $8,826,891.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,479 shares
    Change vs previous 13F -3,284 shares

    1.9% of the 13F portfolio, value $7,578,995.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 33,763 shares
    Change vs previous 13F -1,354 shares

    1.89% of the 13F portfolio, value $7,422,108.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,117 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $7,763,654.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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