Vertrix Wealth Management, LLC: IBM position timeline

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

Vertrix Wealth Management, LLC held 13,194 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

period ended2026-06-30
13F 13,194 shares
Change vs previous 13F -2,173 shares
1.25% of the 13F portfolio, value $3,710,183.
13F-HR 0002118328-26-000002 filed by Vertrix Wealth Management, LLC
Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 15,367 shares
Change vs previous 13F not available
1.37% of the 13F portfolio, value $3,724,719.
13F-HR 0002118328-26-000001 filed by Vertrix Wealth Management, LLC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).