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Disclosery

NewEdge Wealth, LLC: IBM position timeline

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

NewEdge Wealth, LLC held 230,156 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,156 shares
    Change vs previous 13F +6,666 shares

    0.65% of the 13F portfolio, value $64,722,062.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 223,490 shares
    Change vs previous 13F +15,722 shares

    0.65% of the 13F portfolio, value $54,171,675.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 207,768 shares
    Change vs previous 13F +9,499 shares

    0.7% of the 13F portfolio, value $61,543,043.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 198,269 shares
    Change vs previous 13F +6,816 shares

    0.87% of the 13F portfolio, value $60,822,989.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 191,453 shares
    Change vs previous 13F +9,742 shares

    0.75% of the 13F portfolio, value $47,893,792.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 181,711 shares
    Change vs previous 13F +8,434 shares

    0.82% of the 13F portfolio, value $45,184,268.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 173,277 shares
    Change vs previous 13F +11,954 shares

    0.66% of the 13F portfolio, value $38,091,514.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 161,323 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $35,665,397.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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