Morey & Quinn Wealth Partners, LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morey & Quinn Wealth Partners, LLC on IBM, newest first. How the timeline and the estimate are built.

Morey & Quinn Wealth Partners, LLC held 888 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

period ended2026-06-30
13F 888 shares
Change vs previous 13F +9 shares
0.16% of the 13F portfolio, value $249,714.
13F-HR 0002055521-26-000004 filed by Morey & Quinn Wealth Partners, LLC
Filed 2026-07-27 (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).
period ended2026-03-31
13F 879 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $213,061.
13F-HR 0002055521-26-000002 filed by Morey & Quinn Wealth Partners, LLC
Filed 2026-04-22 (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).