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SMART Wealth LLC: IBM position timeline

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

SMART Wealth LLC held 3,994 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 3,994 shares
    Change vs previous 13F -184 shares

    0.24% of the 13F portfolio, value $1,123,019.

    13F-HR 0001214659-26-009678 filed by SMART 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 4,178 shares
    Change vs previous 13F -148 shares

    0.3% of the 13F portfolio, value $1,012,763.

    13F-HR 0001214659-26-004993 filed by SMART 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 4,326 shares
    Change vs previous 13F -62 shares

    0.39% of the 13F portfolio, value $1,281,467.

    13F-HR 0001214659-26-000820 filed by SMART 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 4,388 shares
    Change vs previous 13F -3,793 shares

    0.47% of the 13F portfolio, value $1,238,056.

    13F-HR 0001214659-25-016070 filed by SMART 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 8,181 shares
    Change vs previous 13F +4,807 shares

    0.76% of the 13F portfolio, value $2,411,689.

    13F-HR 0001214659-25-011937 filed by SMART 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 3,374 shares
    Change vs previous 13F -204 shares

    0.3% of the 13F portfolio, value $838,991.

    13F-HR 0001214659-25-006525 filed by SMART 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 3,578 shares
    Change vs previous 13F -265 shares

    0.28% of the 13F portfolio, value $786,552.

    13F-HR 0001214659-25-001425 filed by SMART 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 3,843 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $849,610.

    13F-HR 0001214659-24-020525 filed by SMART Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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