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Disclosery

Simplicity Wealth,LLC: IBM position timeline

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

Simplicity Wealth,LLC held 29,704 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,704 shares
    Change vs previous 13F +12,161 shares

    0.28% of the 13F portfolio, value $8,353,153.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 17,543 shares
    Change vs previous 13F +3,578 shares

    0.24% of the 13F portfolio, value $4,252,228.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 13,965 shares
    Change vs previous 13F +2,127 shares

    0.25% of the 13F portfolio, value $4,136,587.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 11,838 shares
    Change vs previous 13F -1,524 shares

    0.19% of the 13F portfolio, value $3,340,336.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 13,362 shares
    Change vs previous 13F +11,325 shares

    0.16% of the 13F portfolio, value $3,939,114.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 2,037 shares
    Change vs previous 13F -7,978 shares

    0.04% of the 13F portfolio, value $506,559.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 10,015 shares
    Change vs previous 13F +507 shares

    0.46% of the 13F portfolio, value $2,201,521.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 9,508 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,101,965.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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