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LeConte Wealth Management, LLC: IBM position timeline

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

LeConte Wealth Management, LLC held 1,573 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,573 shares
    Change vs previous 13F +110 shares

    0.24% of the 13F portfolio, value $442,369.

    13F-HR 0001172661-26-003153 filed by LeConte 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 1,463 shares
    Change vs previous 13F +96 shares

    0.23% of the 13F portfolio, value $354,634.

    13F-HR 0001172661-26-001702 filed by LeConte 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 1,367 shares
    Change vs previous 13F +31 shares

    0.26% of the 13F portfolio, value $404,934.

    13F-HR 0001172661-26-000199 filed by LeConte 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 1,336 shares
    Change vs previous 13F -374 shares

    0.25% of the 13F portfolio, value $376,976.

    13F-HR 0001172661-25-004305 filed by LeConte 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 1,710 shares
    Change vs previous 13F +538 shares

    0.34% of the 13F portfolio, value $504,078.

    13F-HR 0001172661-25-002599 filed by LeConte 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 1,172 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $291,430.

    13F-HR 0001172661-25-001789 filed by LeConte Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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