Skip to content
Disclosery

Spectrum Wealth Counsel, LLC: IBM position timeline

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

Spectrum Wealth Counsel, LLC held 24,831 IBM shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 24,831 shares
    Change vs previous 13F +23,719 shares

    0.74% of the 13F portfolio, value $6,174,477.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,112 shares
    Change vs previous 13F -240 shares

    0.03% of the 13F portfolio, value $244,451.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,352 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $298,901.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 1,342 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $232,099.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 1,342 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $256,269.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 1,342 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $219,485.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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