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Disclosery

FWG Holdings, LLC: IBM position timeline

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

FWG Holdings, LLC held 3,844 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,844 shares
    Change vs previous 13F +2,332 shares

    0.29% of the 13F portfolio, value $823,326.

    13F-HR 0001862067-26-000004 filed by FWG Holdings, 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 1,512 shares
    Change vs previous 13F -2,550 shares

    0.14% of the 13F portfolio, value $373,047.

    13F-HR 0001862067-26-000003 filed by FWG Holdings, 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/A 4,062 shares
    Change vs previous 13F +453 shares

    0.47% of the 13F portfolio, value $1,245,786.

    13F-HR/A 0001862067-26-000002 filed by FWG Holdings, 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 3,609 shares
    Change vs previous 13F +122 shares

    0.48% of the 13F portfolio, value $1,112,300.

    13F-HR 0001862067-25-000002 filed by FWG Holdings, 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 3,487 shares
    Change vs previous 13F +137 shares

    0.41% of the 13F portfolio, value $878,630.

    13F-HR 0001951757-25-001036 filed by FWG Holdings, 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 3,350 shares
    Change vs previous 13F +1,643 shares

    0.39% of the 13F portfolio, value $801,933.

    13F-HR 0001951757-25-000492 filed by FWG Holdings, 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 1,707 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $445,041.

    13F-HR 0001951757-25-000204 filed by FWG Holdings, 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 1,707 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $363,417.

    13F-HR 0001951757-24-001184 filed by FWG Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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