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Summit Financial Wealth Advisors, LLC: IBM position timeline

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

Summit Financial Wealth Advisors, LLC held 22,925 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,925 shares
    Change vs previous 13F +2,625 shares

    0.82% of the 13F portfolio, value $6,446,739.

    13F-HR 0001172661-26-002625 filed by Summit Financial Wealth Advisors, 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 20,300 shares
    Change vs previous 13F +1,471 shares

    0.7% of the 13F portfolio, value $4,920,517.

    13F-HR 0001172661-26-002435 filed by Summit Financial Wealth Advisors, 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 18,829 shares
    Change vs previous 13F -845 shares

    0.8% of the 13F portfolio, value $5,577,338.

    13F-HR 0001172661-26-000332 filed by Summit Financial Wealth Advisors, 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 19,674 shares
    Change vs previous 13F -5 shares

    0.87% of the 13F portfolio, value $5,636,404.

    13F-HR 0001172661-25-004158 filed by Summit Financial Wealth Advisors, 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 19,679 shares
    Change vs previous 13F +109 shares

    1.04% of the 13F portfolio, value $5,800,976.

    13F-HR 0001172661-25-004143 filed by Summit Financial Wealth Advisors, 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 19,570 shares
    Change vs previous 13F -381 shares

    0.97% of the 13F portfolio, value $4,866,276.

    13F-HR 0001172661-25-001872 filed by Summit Financial Wealth Advisors, 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 19,951 shares
    Change vs previous 13F -500 shares

    1.02% of the 13F portfolio, value $5,201,824.

    13F-HR 0001172661-25-000740 filed by Summit Financial Wealth Advisors, 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 20,451 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $4,521,307.

    13F-HR 0001172661-24-004611 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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