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PBMares Wealth Management LLC: IBM position timeline

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

PBMares Wealth Management LLC held 5,955 IBM shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,955 shares
    Change vs previous 13F +18 shares

    0.27% of the 13F portfolio, value $1,680,355.

    13F-HR 0001801682-25-000005 filed by PBMares 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 ended2025-06-30
    13F 5,937 shares
    Change vs previous 13F -108 shares

    0.32% of the 13F portfolio, value $1,750,179.

    13F-HR 0001801682-25-000004 filed by PBMares 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 ended2025-03-31
    13F 6,045 shares
    Change vs previous 13F -1,519 shares

    0.3% of the 13F portfolio, value $1,503,257.

    13F-HR 0001801682-25-000003 filed by PBMares 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 ended2024-12-31
    13F 7,564 shares
    Change vs previous 13F +67 shares

    0.34% of the 13F portfolio, value $1,662,878.

    13F-HR 0001801682-25-000001 filed by PBMares 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 ended2024-09-30
    13F 7,497 shares
    Change vs previous 13F -1 shares

    0.35% of the 13F portfolio, value $1,657,420.

    13F-HR 0001801682-24-000005 filed by PBMares 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 ended2024-06-30
    13F 7,498 shares
    Change vs previous 13F -110 shares

    0.32% of the 13F portfolio, value $1,296,861.

    13F-HR 0001801682-24-000003 filed by PBMares 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 ended2024-03-31
    13F 7,608 shares
    Change vs previous 13F +485 shares

    0.38% of the 13F portfolio, value $1,452,754.

    13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 7,123 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,164,967.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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