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Signature Wealth Management Group: IBM position timeline

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

Signature Wealth Management Group held 8,399 IBM shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 8,399 shares
    Change vs previous 13F -41 shares

    0.77% of the 13F portfolio, value $2,035,810.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 8,440 shares
    Change vs previous 13F -31 shares

    1.02% of the 13F portfolio, value $2,499,927.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 8,471 shares
    Change vs previous 13F -9,562 shares

    0.93% of the 13F portfolio, value $2,390,318.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 18,033 shares
    Change vs previous 13F -479 shares

    2.1% of the 13F portfolio, value $5,315,858.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 18,512 shares
    Change vs previous 13F -1,613 shares

    1.79% of the 13F portfolio, value $4,603,193.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 20,125 shares
    Change vs previous 13F -929 shares

    1.78% of the 13F portfolio, value $4,424,054.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 21,054 shares
    Change vs previous 13F +302 shares

    1.87% of the 13F portfolio, value $4,654,703.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 20,752 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,589,024.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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