Masso Torrence Wealth Management Inc.: IBM position timeline

Masso Torrence Wealth Management Inc. held 1,132 IBM shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 1,132 shares

   Change vs previous 13F +144 shares

   0.13% of the 13F portfolio, value $319,438.

   13F-HR 0001903153-25-000005 filed by Masso Torrence Wealth Management Inc.
   Filed 2025-10-20 (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).

2. period ended2025-06-30

   13F 988 shares

   Change vs previous 13F -24 shares

   0.13% of the 13F portfolio, value $291,325.

   13F-HR 0001903153-25-000003 filed by Masso Torrence Wealth Management Inc.
   Filed 2025-07-14 (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).

3. period ended2025-03-31

   13F 1,012 shares

   Change vs previous 13F +2 shares

   0.13% of the 13F portfolio, value $251,767.

   13F-HR 0001903153-25-000002 filed by Masso Torrence Wealth Management Inc.
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 1,010 shares

   Change vs previous 13F +42 shares

   0.12% of the 13F portfolio, value $221,960.

   13F-HR 0002049064-25-000001 filed by Masso Torrence Wealth Management Inc.
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 968 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $213,919.

   13F-HR 0002035324-24-000007 filed by Masso Torrence Wealth Management Inc.
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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