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IAMS WEALTH MANAGEMENT, LLC: IBM position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 2,811 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 2,811 shares
    Change vs previous 13F +297 shares

    0.24% of the 13F portfolio, value $790,556.

    13F-HR 0001998182-26-000003 filed by IAMS 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 2,514 shares
    Change vs previous 13F +1,404 shares

    0.21% of the 13F portfolio, value $609,783.

    13F-HR 0001998182-26-000002 filed by IAMS 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 1,110 shares
    Change vs previous 13F +240 shares

    0.12% of the 13F portfolio, value $329,113.

    13F-HR 0001998182-26-000001 filed by IAMS 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 870 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $245,608.

    13F-HR 0001998182-25-000003 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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