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Marks Group Wealth Management, Inc: IBM position timeline

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

Marks Group Wealth Management, Inc held 10,971 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,971 shares
    Change vs previous 13F +463 shares

    0.27% of the 13F portfolio, value $3,085,155.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    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 10,508 shares
    Change vs previous 13F -226 shares

    0.25% of the 13F portfolio, value $2,547,034.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    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 10,734 shares
    Change vs previous 13F +1,644 shares

    0.3% of the 13F portfolio, value $3,179,518.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    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 9,090 shares
    Change vs previous 13F -234 shares

    0.24% of the 13F portfolio, value $2,564,834.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    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 9,324 shares
    Change vs previous 13F -786 shares

    0.26% of the 13F portfolio, value $2,748,529.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    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 10,110 shares
    Change vs previous 13F -315 shares

    0.24% of the 13F portfolio, value $2,513,953.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    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 10,425 shares
    Change vs previous 13F +45 shares

    0.23% of the 13F portfolio, value $2,291,727.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    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 10,380 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,294,811.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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