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Tulsa Wealth Advisors, INC: IBM position timeline

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

Tulsa Wealth Advisors, INC held 2,436 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,436 shares
    Change vs previous 13F -163 shares

    0.1% of the 13F portfolio, value $685,076.

    13F-HR 0001765380-26-000308 filed by Tulsa Wealth Advisors, INC
    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 2,599 shares
    Change vs previous 13F -1,911 shares

    0.11% of the 13F portfolio, value $630,048.

    13F-HR 0001765380-26-000204 filed by Tulsa Wealth Advisors, INC
    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 4,510 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,335,880.

    13F-HR 0002114442-26-000001 filed by Tulsa Wealth Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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