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Disclosery

Olistico Wealth, LLC: IBM position timeline

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

Olistico Wealth, LLC held 5,022 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,022 shares
    Change vs previous 13F +442 shares

    0.46% of the 13F portfolio, value $1,104,488.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,580 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,287,942.

    13F-HR 0001962695-26-000003 filed by Olistico 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 ended2026-03-31
    13F 4,580 shares
    Change vs previous 13F +420 shares

    0.55% of the 13F portfolio, value $1,110,146.

    13F-HR 0001962695-26-000002 filed by Olistico 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 ended2025-12-31
    13F 4,160 shares
    Change vs previous 13F +25 shares

    0.6% of the 13F portfolio, value $1,232,234.

    13F-HR 0001962695-26-000001 filed by Olistico 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 ended2025-09-30
    13F 4,135 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,166,732.

    13F-HR 0001962695-25-000005 filed by Olistico 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 ended2025-06-30
    13F 4,135 shares
    Change vs previous 13F +70 shares

    0.68% of the 13F portfolio, value $1,218,915.

    13F-HR 0001962695-25-000003 filed by Olistico 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 ended2025-03-31
    13F 4,065 shares
    Change vs previous 13F +325 shares

    0.62% of the 13F portfolio, value $1,010,803.

    13F-HR 0001965653-25-000005 filed by Olistico 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 ended2024-12-31
    13F 3,740 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $822,164.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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