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Focused Wealth Management, Inc: IBM position timeline

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

Focused Wealth Management, Inc held 20,433 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,433 shares
    Change vs previous 13F +5,491 shares

    0.51% of the 13F portfolio, value $5,745,831.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, 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 14,942 shares
    Change vs previous 13F +864 shares

    0.38% of the 13F portfolio, value $3,621,894.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, 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 14,078 shares
    Change vs previous 13F -253 shares

    0.44% of the 13F portfolio, value $4,170,044.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, 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 14,331 shares
    Change vs previous 13F +866 shares

    0.44% of the 13F portfolio, value $4,043,768.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, 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 13,465 shares
    Change vs previous 13F -55 shares

    0.48% of the 13F portfolio, value $3,969,339.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, 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 13,520 shares
    Change vs previous 13F +2,141 shares

    0.46% of the 13F portfolio, value $3,361,899.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, 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 11,379 shares
    Change vs previous 13F +52 shares

    0.34% of the 13F portfolio, value $2,501,425.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, 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 11,327 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,504,190.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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