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Tradition Wealth Management, LLC: IBM position timeline

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

Tradition Wealth Management, LLC held 6,401 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,401 shares
    Change vs previous 13F -275 shares

    0.11% of the 13F portfolio, value $1,800,079.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, 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 6,676 shares
    Change vs previous 13F -1,181 shares

    0.12% of the 13F portfolio, value $1,618,249.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, 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 7,857 shares
    Change vs previous 13F -122 shares

    0.17% of the 13F portfolio, value $2,327,218.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 7,979 shares
    Change vs previous 13F +85 shares

    0.17% of the 13F portfolio, value $2,251,469.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 7,894 shares
    Change vs previous 13F +992 shares

    0.19% of the 13F portfolio, value $2,326,991.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 6,902 shares
    Change vs previous 13F +448 shares

    0.15% of the 13F portfolio, value $1,716,305.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 6,454 shares
    Change vs previous 13F -533 shares

    0.12% of the 13F portfolio, value $1,418,728.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 6,987 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,544,752.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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