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Disclosery

Naviter Wealth, LLC: IBM position timeline

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

Naviter Wealth, LLC held 10,596 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,596 shares
    Change vs previous 13F +2,151 shares

    0.27% of the 13F portfolio, value $2,979,576.

    13F-HR 0001951757-26-001175 filed by Naviter 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 8,445 shares
    Change vs previous 13F +246 shares

    0.26% of the 13F portfolio, value $2,047,062.

    13F-HR 0001951757-26-000571 filed by Naviter 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 8,199 shares
    Change vs previous 13F -1,685 shares

    0.32% of the 13F portfolio, value $2,428,528.

    13F-HR 0001951757-26-000260 filed by Naviter 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 9,884 shares
    Change vs previous 13F +145 shares

    0.32% of the 13F portfolio, value $2,789,001.

    13F-HR 0001951757-25-001297 filed by Naviter 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 9,739 shares
    Change vs previous 13F -859 shares

    0.35% of the 13F portfolio, value $2,870,928.

    13F-HR 0001951757-25-000971 filed by Naviter 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 10,598 shares
    Change vs previous 13F +69 shares

    0.31% of the 13F portfolio, value $2,585,911.

    13F-HR 0001951757-25-000456 filed by Naviter 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 10,529 shares
    Change vs previous 13F +552 shares

    0.28% of the 13F portfolio, value $2,314,549.

    13F-HR 0001951757-25-000201 filed by Naviter 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 9,977 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,205,653.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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