Mowery & Schoenfeld Wealth Management, LLC: IBM position timeline

Mowery & Schoenfeld Wealth Management, LLC held 273 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 273 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $76,893.

   13F-HR 0002019946-26-000003 filed by Mowery & Schoenfeld Wealth Management, LLC
   Filed 2026-08-06 (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).

2. period ended2026-03-31

   13F 273 shares

   Change vs previous 13F -31 shares

   0.1% of the 13F portfolio, value $66,278.

   13F-HR 0002019946-26-000002 filed by Mowery & Schoenfeld Wealth Management, LLC
   Filed 2026-05-01 (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).

3. period ended2025-12-31

   13F 304 shares

   Change vs previous 13F +28 shares

   0.13% of the 13F portfolio, value $90,177.

   13F-HR 0002019946-26-000001 filed by Mowery & Schoenfeld Wealth Management, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 276 shares

   Change vs previous 13F -10 shares

   0.13% of the 13F portfolio, value $77,999.

   13F-HR 0002019946-25-000006 filed by Mowery & Schoenfeld Wealth Management, LLC
   Filed 2025-10-27 (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).

5. period ended2025-06-30

   13F 286 shares

   Change vs previous 13F -219 shares

   0.14% of the 13F portfolio, value $84,435.

   13F-HR 0002019946-25-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
   Filed 2025-07-28 (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).

6. period ended2025-03-31

   13F 505 shares

   Change vs previous 13F +189 shares

   0.25% of the 13F portfolio, value $125,681.

   13F-HR 0002019946-25-000003 filed by Mowery & Schoenfeld Wealth Management, LLC
   Filed 2025-05-05 (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).

7. period ended2024-12-31

   13F 316 shares

   Change vs previous 13F +76 shares

   0.14% of the 13F portfolio, value $69,467.

   13F-HR 0002019946-25-000001 filed by Mowery & Schoenfeld Wealth Management, LLC
   Filed 2025-02-10 (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).

8. period ended2024-09-30

   13F 240 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $53,060.

   13F-HR 0002019946-24-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
   Filed 2024-10-23 (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).