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Disclosery

Trajan Wealth LLC: IBM position timeline

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

Trajan Wealth LLC held 28,847 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,847 shares
    Change vs previous 13F +5,853 shares

    0.31% of the 13F portfolio, value $8,112,106.

    13F-HR 0001934415-26-000005 filed by Trajan 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 22,994 shares
    Change vs previous 13F +4,286 shares

    0.23% of the 13F portfolio, value $5,573,570.

    13F-HR 0001934415-26-000004 filed by Trajan 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 18,708 shares
    Change vs previous 13F -341 shares

    0.23% of the 13F portfolio, value $5,541,416.

    13F-HR 0001934415-26-000001 filed by Trajan 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 19,049 shares
    Change vs previous 13F -3 shares

    0.23% of the 13F portfolio, value $5,374,949.

    13F-HR 0001934415-25-000005 filed by Trajan 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 19,052 shares
    Change vs previous 13F -139 shares

    0.27% of the 13F portfolio, value $5,616,273.

    13F-HR 0001934415-25-000004 filed by Trajan 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 19,191 shares
    Change vs previous 13F -7,243 shares

    0.26% of the 13F portfolio, value $4,772,052.

    13F-HR 0001085146-25-002998 filed by Trajan 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 26,434 shares
    Change vs previous 13F -976 shares

    0.32% of the 13F portfolio, value $5,810,907.

    13F-HR 0001934415-25-000002 filed by Trajan 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 27,410 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,059,833.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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