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Disclosery

Kiker Wealth Management, LLC: IBM position timeline

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

Kiker Wealth Management, LLC held 1,708 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,708 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $480,227.

    13F-HR 0001398344-26-013152 filed by Kiker 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 1,707 shares
    Change vs previous 13F +1,707 shares

    0.2% of the 13F portfolio, value $413,653.

    13F-HR 0001398344-26-008468 filed by Kiker 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 0 shares
    Change vs previous 13F -1,785 shares

    13F-HR 0001398344-26-001659 filed by Kiker Wealth Management, 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.

  4. period ended2025-09-30
    13F 1,785 shares
    Change vs previous 13F -918 shares

    0.25% of the 13F portfolio, value $503,739.

    13F-HR 0001398344-25-019800 filed by Kiker 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 2,703 shares
    Change vs previous 13F +1 shares

    0.45% of the 13F portfolio, value $796,813.

    13F-HR 0001398344-25-013845 filed by Kiker 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 2,702 shares
    Change vs previous 13F -199 shares

    0.46% of the 13F portfolio, value $671,861.

    13F-HR 0001398344-25-009691 filed by Kiker 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 2,901 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $637,664.

    13F-HR 0001398344-25-002402 filed by Kiker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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