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TrueWealth Advisors, LLC: IBM position timeline

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

TrueWealth Advisors, LLC held 4,547 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,547 shares
    Change vs previous 13F +175 shares

    0.22% of the 13F portfolio, value $999,963.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,372 shares
    Change vs previous 13F +5 shares

    0.28% of the 13F portfolio, value $1,229,428.

    13F-HR 0002085853-26-000650 filed by TrueWealth 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 ended2026-03-31
    13F 4,367 shares
    Change vs previous 13F +35 shares

    0.27% of the 13F portfolio, value $1,058,624.

    13F-HR 0002085853-26-000303 filed by TrueWealth 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 ended2025-12-31
    13F 4,332 shares
    Change vs previous 13F -136 shares

    0.33% of the 13F portfolio, value $1,283,065.

    13F-HR 0002085853-26-000015 filed by TrueWealth 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 ended2025-09-30
    13F 4,468 shares
    Change vs previous 13F -114 shares

    0.34% of the 13F portfolio, value $1,260,723.

    13F-HR 0002085853-25-000096 filed by TrueWealth 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 ended2025-06-30
    13F 4,582 shares
    Change vs previous 13F -15 shares

    0.4% of the 13F portfolio, value $1,350,724.

    13F-HR 0001817714-25-000004 filed by TrueWealth 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 ended2025-03-31
    13F 4,597 shares
    Change vs previous 13F -115 shares

    0.38% of the 13F portfolio, value $1,143,205.

    13F-HR 0001817714-25-000003 filed by TrueWealth 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 ended2024-12-31
    13F 4,712 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,035,732.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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