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Palacios Wealth Management, LLC: IBM position timeline

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

Palacios Wealth Management, LLC held 4,004 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,004 shares
    Change vs previous 13F -112 shares

    0.67% of the 13F portfolio, value $1,125,965.

    13F-HR 0001705819-26-000043 filed by Palacios Wealth Management, 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 4,116 shares
    Change vs previous 13F +355 shares

    0.59% of the 13F portfolio, value $950,619.

    13F-HR 0001705819-26-000037 filed by Palacios Wealth Management, 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 3,761 shares
    Change vs previous 13F -761 shares

    0.85% of the 13F portfolio, value $1,114,046.

    13F-HR 0001705819-26-000015 filed by Palacios Wealth Management, 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 4,522 shares
    Change vs previous 13F +290 shares

    0.84% of the 13F portfolio, value $1,275,928.

    13F-HR 0001705819-25-000079 filed by Palacios Wealth Management, 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 4,232 shares
    Change vs previous 13F -281 shares

    1.03% of the 13F portfolio, value $1,247,509.

    13F-HR 0001705819-25-000044 filed by Palacios Wealth Management, 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 4,513 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $1,122,203.

    13F-HR 0001705819-25-000036 filed by Palacios Wealth Management, 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 4,513 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $999,472.

    13F-HR 0001705819-25-000013 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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