Skip to content
Disclosery

Performance Wealth Partners, LLC: IBM position timeline

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

Performance Wealth Partners, LLC held 10,220 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 10,220 shares
    Change vs previous 13F +71 shares

    0.07% of the 13F portfolio, value $2,873,972.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 10,149 shares
    Change vs previous 13F -322 shares

    0.07% of the 13F portfolio, value $2,460,111.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 10,471 shares
    Change vs previous 13F +14 shares

    0.08% of the 13F portfolio, value $3,101,533.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 10,457 shares
    Change vs previous 13F +911 shares

    0.08% of the 13F portfolio, value $2,950,643.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 9,546 shares
    Change vs previous 13F -252 shares

    0.09% of the 13F portfolio, value $2,814,019.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 9,798 shares
    Change vs previous 13F +273 shares

    0.09% of the 13F portfolio, value $2,436,372.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 9,525 shares
    Change vs previous 13F +24 shares

    0.07% of the 13F portfolio, value $2,093,881.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 9,501 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,100,481.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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