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Twelve Points Wealth Management LLC: IBM position timeline

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

Twelve Points Wealth Management LLC held 4,833 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,833 shares
    Change vs previous 13F -943 shares

    0.27% of the 13F portfolio, value $1,358,957.

    13F-HR 0001877090-26-000005 filed by Twelve Points 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 5,776 shares
    Change vs previous 13F -244 shares

    0.31% of the 13F portfolio, value $1,400,155.

    13F-HR 0001877090-26-000003 filed by Twelve Points 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 6,020 shares
    Change vs previous 13F -1,620 shares

    0.41% of the 13F portfolio, value $1,831,494.

    13F-HR 0001877090-26-000001 filed by Twelve Points 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 7,640 shares
    Change vs previous 13F -4,963 shares

    0.54% of the 13F portfolio, value $2,155,748.

    13F-HR 0001877090-25-000008 filed by Twelve Points 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 12,603 shares
    Change vs previous 13F -281 shares

    1% of the 13F portfolio, value $3,715,038.

    13F-HR 0001877090-25-000004 filed by Twelve Points 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 12,884 shares
    Change vs previous 13F -616 shares

    0.87% of the 13F portfolio, value $3,203,823.

    13F-HR 0001877090-25-000003 filed by Twelve Points 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 13,500 shares
    Change vs previous 13F +1,221 shares

    0.85% of the 13F portfolio, value $2,967,714.

    13F-HR 0001877090-25-000002 filed by Twelve Points 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 12,279 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,714,691.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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