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Glass Wealth Management Co LLC: IBM position timeline

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

Glass Wealth Management Co LLC held 2,050 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 2,050 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $576,481.

    13F-HR 0002017692-26-000003 filed by Glass Wealth Management Co 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 2,050 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $496,900.

    13F-HR 0002017692-26-000002 filed by Glass Wealth Management Co 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 2,050 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $607,231.

    13F-HR 0002017692-26-000001 filed by Glass Wealth Management Co 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 2,050 shares
    Change vs previous 13F +100 shares

    0.26% of the 13F portfolio, value $578,428.

    13F-HR 0002017692-25-000006 filed by Glass Wealth Management Co 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 1,950 shares
    Change vs previous 13F -175 shares

    0.31% of the 13F portfolio, value $574,821.

    13F-HR 0002017692-25-000005 filed by Glass Wealth Management Co 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 2,125 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $528,403.

    13F-HR 0002017692-25-000004 filed by Glass Wealth Management Co 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 2,125 shares
    Change vs previous 13F -8 shares

    0.25% of the 13F portfolio, value $467,139.

    13F-HR 0002017692-25-000001 filed by Glass Wealth Management Co 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 2,133 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $471,564.

    13F-HR 0002017692-24-000005 filed by Glass Wealth Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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