Foundation Wealth Management, LLC: IBM position timeline

Foundation Wealth Management, LLC held 829 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 829 shares

   Change vs previous 13F -36 shares

   0.14% of the 13F portfolio, value $232,855.

   13F-HR 0001172661-26-002946 filed by Foundation Wealth Management, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 865 shares

   Change vs previous 13F -54 shares

   0.14% of the 13F portfolio, value $209,314.

   13F-HR 0001172661-26-001593 filed by Foundation Wealth Management, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 919 shares

   Change vs previous 13F +54 shares

   0.18% of the 13F portfolio, value $272,670.

   13F-HR 0001172661-26-000315 filed by Foundation Wealth Management, LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 865 shares

   Change vs previous 13F +72 shares

   0.16% of the 13F portfolio, value $243,653.

   13F-HR 0001172661-25-004443 filed by Foundation Wealth Management, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 793 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $233,619.

   13F-HR 0001172661-25-002683 filed by Foundation Wealth Management, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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