Skip to content

MITCHELL & PAHL PRIVATE WEALTH, LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MITCHELL & PAHL PRIVATE WEALTH, LLC on IBM, newest first. How the timeline and the estimate are built.

MITCHELL & PAHL PRIVATE WEALTH, LLC held 1,318 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,318 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $370,635.

    13F-HR 0001836506-26-000003 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 1,318 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $319,470.

    13F-HR 0001836506-26-000002 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 1,318 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $390,405.

    13F-HR 0001836506-26-000001 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 1,318 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $371,886.

    13F-HR 0001085146-25-005878 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 1,318 shares
    Change vs previous 13F +15 shares

    0.17% of the 13F portfolio, value $388,520.

    13F-HR 0001085146-25-003746 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 1,303 shares
    Change vs previous 13F +159 shares

    0.15% of the 13F portfolio, value $324,003.

    13F-HR 0001085146-25-001973 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
    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 1,144 shares
    Change vs previous 13F -34 shares

    0.12% of the 13F portfolio, value $251,486.

    13F-HR 0001085146-25-000295 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
    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 1,178 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $260,432.

    13F-HR 0001085146-24-004946 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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