Leeward Financial Partners, LLC: IBM position timeline

Leeward Financial Partners, LLC held 803 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 803 shares

   Change vs previous 13F +803 shares

   0.06% of the 13F portfolio, value $225,812.

   13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -803 shares

   13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 803 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $237,857.

   13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 803 shares

   Change vs previous 13F -28 shares

   0.06% of the 13F portfolio, value $226,574.

   13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 831 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $244,962.

   13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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