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Good Steward Wealth Advisors,LLC: IBM position timeline

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

Good Steward Wealth Advisors,LLC held 720 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 720 shares
    Change vs previous 13F +720 shares

    0.12% of the 13F portfolio, value $202,471.

    13F-HR 0001765380-26-000260 filed by Good Steward Wealth Advisors,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 0 shares
    Change vs previous 13F -929 shares

    13F-HR 0001765380-26-000135 filed by Good Steward Wealth Advisors,LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 929 shares
    Change vs previous 13F -71 shares

    0.18% of the 13F portfolio, value $275,179.

    13F-HR 0001765380-26-000022 filed by Good Steward Wealth Advisors,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 1,000 shares
    Change vs previous 13F -233 shares

    0.19% of the 13F portfolio, value $282,160.

    13F-HR 0001765380-25-000439 filed by Good Steward Wealth Advisors,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 1,233 shares
    Change vs previous 13F -257 shares

    0.28% of the 13F portfolio, value $363,464.

    13F-HR 0001765380-25-000242 filed by Good Steward Wealth Advisors,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 1,490 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $370,503.

    13F-HR 0001765380-25-000147 filed by Good Steward Wealth Advisors,LLC
    Filed (acceptance time not in the bulk data set), ingested

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