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HB Wealth Management, LLC: IBM position timeline

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

HB Wealth Management, LLC held 100,600 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,600 shares
    Change vs previous 13F +6,594 shares

    0.16% of the 13F portfolio, value $28,289,971.

    13F-HR 0001172661-26-002920 filed by HB 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 94,006 shares
    Change vs previous 13F +7,304 shares

    0.15% of the 13F portfolio, value $22,786,301.

    13F-HR 0001172661-26-001543 filed by HB 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 86,702 shares
    Change vs previous 13F +4,109 shares

    0.17% of the 13F portfolio, value $25,682,155.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 82,593 shares
    Change vs previous 13F +10,823 shares

    0.16% of the 13F portfolio, value $23,304,533.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 71,770 shares
    Change vs previous 13F -5,553 shares

    0.17% of the 13F portfolio, value $21,156,409.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 77,323 shares
    Change vs previous 13F +7,450 shares

    0.16% of the 13F portfolio, value $19,227,248.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 69,873 shares
    Change vs previous 13F +1,719 shares

    0.16% of the 13F portfolio, value $15,360,382.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 68,154 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $15,067,597.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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