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River Wealth Advisors LLC: IBM position timeline

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

River Wealth Advisors LLC held 778 IBM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 778 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $218,851.

    13F-HR/A 0001642570-26-000008 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).