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HILLTOP WEALTH ADVISORS, LLC: IBM position timeline

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

HILLTOP WEALTH ADVISORS, LLC held 10,175 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,175 shares
    Change vs previous 13F -79 shares

    1.43% of the 13F portfolio, value $2,861,212.

    13F-HR 0002085853-26-000997 filed by HILLTOP 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 10,254 shares
    Change vs previous 13F -26 shares

    1.49% of the 13F portfolio, value $2,485,382.

    13F-HR 0001786241-26-000003 filed by HILLTOP WEALTH ADVISORS, 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 10,280 shares
    Change vs previous 13F +30 shares

    1.53% of the 13F portfolio, value $3,044,934.

    13F-HR 0001786241-26-000001 filed by HILLTOP 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 10,250 shares
    Change vs previous 13F -406 shares

    1.51% of the 13F portfolio, value $2,892,040.

    13F-HR 0001786241-25-000008 filed by HILLTOP 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 10,656 shares
    Change vs previous 13F +335 shares

    1.76% of the 13F portfolio, value $3,141,072.

    13F-HR 0001786241-25-000005 filed by HILLTOP 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 10,321 shares
    Change vs previous 13F +19 shares

    1.45% of the 13F portfolio, value $2,566,374.

    13F-HR 0001786241-25-000004 filed by HILLTOP WEALTH ADVISORS, 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 10,302 shares
    Change vs previous 13F -237 shares

    1.14% of the 13F portfolio, value $2,264,648.

    13F-HR 0001786241-25-000001 filed by HILLTOP WEALTH ADVISORS, 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 10,539 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,329,921.

    13F-HR 0001786241-24-000006 filed by HILLTOP WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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