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Kingsview Wealth Management, LLC: IBM position timeline

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

Kingsview Wealth Management, LLC held 37,490 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,490 shares
    Change vs previous 13F +1,722 shares

    0.13% of the 13F portfolio, value $10,542,525.

    13F-HR 0001791965-26-000005 filed by Kingsview 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 35,768 shares
    Change vs previous 13F -2,473 shares

    0.12% of the 13F portfolio, value $8,669,693.

    13F-HR 0001791965-26-000003 filed by Kingsview 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 38,241 shares
    Change vs previous 13F -177,235 shares

    0.16% of the 13F portfolio, value $11,327,292.

    13F-HR 0001791965-26-000001 filed by Kingsview 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 215,476 shares
    Change vs previous 13F +185,174 shares

    0.93% of the 13F portfolio, value $60,798,762.

    13F-HR 0001791965-25-000007 filed by Kingsview 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 30,302 shares
    Change vs previous 13F -26,993 shares

    0.15% of the 13F portfolio, value $8,932,480.

    13F-HR 0001791965-25-000005 filed by Kingsview 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 57,295 shares
    Change vs previous 13F +29,017 shares

    0.27% of the 13F portfolio, value $14,246,971.

    13F-HR 0001791965-25-000004 filed by Kingsview 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 28,278 shares
    Change vs previous 13F +3,287 shares

    0.12% of the 13F portfolio, value $6,216,343.

    13F-HR 0001791965-25-000001 filed by Kingsview 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 24,991 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,524,967.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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