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Mosley Wealth Management: IBM position timeline

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

Mosley Wealth Management held 1,313 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,313 shares
    Change vs previous 13F -1,052 shares

    0.12% of the 13F portfolio, value $369,146.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    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 2,365 shares
    Change vs previous 13F +16 shares

    0.3% of the 13F portfolio, value $667,367.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    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 2,349 shares
    Change vs previous 13F +152 shares

    0.31% of the 13F portfolio, value $679,988.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,197 shares
    Change vs previous 13F +182 shares

    0.31% of the 13F portfolio, value $502,349.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,015 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $467,003.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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