ShoreHaven Wealth Partners, LLC: IBM position timeline

ShoreHaven Wealth Partners, LLC held 726 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 726 shares

   Change vs previous 13F +726 shares

   0.06% of the 13F portfolio, value $204,163.

   13F-HR 0001172661-26-002613 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -721 shares

   13F-HR 0001172661-26-001824 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 721 shares

   Change vs previous 13F +2 shares

   0.08% of the 13F portfolio, value $213,626.

   13F-HR 0001172661-26-000597 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 719 shares

   Change vs previous 13F -24 shares

   0.08% of the 13F portfolio, value $202,919.

   13F-HR 0001172661-25-004401 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 743 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $219,234.

   13F-HR 0001172661-25-002774 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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