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Global Wealth Strategies & Associates: IBM position timeline

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

Global Wealth Strategies & Associates held 2,036 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,036 shares
    Change vs previous 13F +194 shares

    0.08% of the 13F portfolio, value $447,777.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,842 shares
    Change vs previous 13F +15 shares

    0.1% of the 13F portfolio, value $517,989.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,827 shares
    Change vs previous 13F +100 shares

    0.11% of the 13F portfolio, value $442,847.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,727 shares
    Change vs previous 13F +40 shares

    0.13% of the 13F portfolio, value $511,555.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,687 shares
    Change vs previous 13F +442 shares

    0.12% of the 13F portfolio, value $476,004.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,245 shares
    Change vs previous 13F -10 shares

    0.11% of the 13F portfolio, value $367,001.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,255 shares
    Change vs previous 13F +10 shares

    0.09% of the 13F portfolio, value $312,068.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,245 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $273,688.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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