Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on IBM, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 31,091 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,091 shares
    Change vs previous 13F +12,991 shares

    0.11% of the 13F portfolio, value $8,743,055.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 18,100 shares
    Change vs previous 13F -1,835 shares

    0.09% of the 13F portfolio, value $4,387,243.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 19,935 shares
    Change vs previous 13F +1,092 shares

    0.12% of the 13F portfolio, value $5,905,091.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 18,843 shares
    Change vs previous 13F +856 shares

    0.11% of the 13F portfolio, value $5,316,879.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 17,987 shares
    Change vs previous 13F +370 shares

    0.12% of the 13F portfolio, value $5,302,242.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 17,617 shares
    Change vs previous 13F +1,748 shares

    0.11% of the 13F portfolio, value $4,380,685.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 15,869 shares
    Change vs previous 13F -6,276 shares

    0.08% of the 13F portfolio, value $3,488,399.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 22,145 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,895,753.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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