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Global Trust Wealth Management LLC: IBM position timeline

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

Global Trust Wealth Management LLC held 5,550 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,550 shares
    Change vs previous 13F +2,384 shares

    1.08% of the 13F portfolio, value $1,560,716.

    13F-HR 0002085853-26-000756 filed by Global Trust Wealth Management 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 3,166 shares
    Change vs previous 13F +1,139 shares

    0.58% of the 13F portfolio, value $767,407.

    13F-HR 0002085853-26-000371 filed by Global Trust Wealth Management 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 2,027 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $600,418.

    13F-HR 0002085853-26-000114 filed by Global Trust Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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