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KFA Private Wealth Group, LLC: IBM position timeline

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

KFA Private Wealth Group, LLC held 2,461 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,461 shares
    Change vs previous 13F -12 shares

    0.13% of the 13F portfolio, value $541,270.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,473 shares
    Change vs previous 13F -1,393 shares

    0.17% of the 13F portfolio, value $695,588.

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth Group, LLC
    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 3,866 shares
    Change vs previous 13F +101 shares

    0.22% of the 13F portfolio, value $937,143.

    13F-HR 0001172661-26-001517 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,765 shares
    Change vs previous 13F +32 shares

    0.27% of the 13F portfolio, value $1,115,189.

    13F-HR 0001172661-26-000027 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,733 shares
    Change vs previous 13F -98 shares

    0.3% of the 13F portfolio, value $1,053,507.

    13F-HR 0001172661-25-004161 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,831 shares
    Change vs previous 13F +7 shares

    0.35% of the 13F portfolio, value $1,129,408.

    13F-HR 0001172661-25-002711 filed by KFA Private Wealth Group, LLC
    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 3,824 shares
    Change vs previous 13F +1,321 shares

    0.33% of the 13F portfolio, value $950,894.

    13F-HR 0001172661-25-001601 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,503 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $550,172.

    13F-HR 0001172661-25-000314 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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