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Disclosery

Navigate Wealth Management, LLC: IBM position timeline

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

Navigate Wealth Management, LLC held 6,581 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,581 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,494,743.

    13F-HR 0002127791-26-000005 filed by Navigate Wealth Management, LLC
    Accepted , ingested