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Disclosery

Principle Wealth Partners LLC: IBM position timeline

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

Principle Wealth Partners LLC held 58,883 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 58,883 shares
    Change vs previous 13F -262 shares

    0.82% of the 13F portfolio, value $16,558,461.

    13F-HR 0001951757-26-001184 filed by Principle 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 59,145 shares
    Change vs previous 13F +121 shares

    0.82% of the 13F portfolio, value $14,336,212.

    13F-HR 0001951757-26-000791 filed by Principle 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 59,024 shares
    Change vs previous 13F +2,379 shares

    0.99% of the 13F portfolio, value $17,483,573.

    13F-HR 0001951757-26-000397 filed by Principle 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 56,645 shares
    Change vs previous 13F +350 shares

    0.93% of the 13F portfolio, value $15,982,923.

    13F-HR 0001951757-25-001250 filed by Principle 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 56,295 shares
    Change vs previous 13F +390 shares

    1.04% of the 13F portfolio, value $16,594,740.

    13F-HR 0001951757-25-001006 filed by Principle 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 55,905 shares
    Change vs previous 13F -1,219 shares

    0.99% of the 13F portfolio, value $13,901,424.

    13F-HR 0001951757-25-000521 filed by Principle 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 57,124 shares
    Change vs previous 13F -221 shares

    0.88% of the 13F portfolio, value $12,557,499.

    13F-HR 0001951757-25-000146 filed by Principle 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 57,345 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $12,677,926.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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