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VESTIA PERSONAL WEALTH ADVISORS: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VESTIA PERSONAL WEALTH ADVISORS on IBM, newest first. How the timeline and the estimate are built.

VESTIA PERSONAL WEALTH ADVISORS held 1,538 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,538 shares
    Change vs previous 13F -48 shares

    0.17% of the 13F portfolio, value $432,501.

    13F-HR 0002033299-26-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 1,586 shares
    Change vs previous 13F -19 shares

    0.18% of the 13F portfolio, value $384,431.

    13F-HR 0002033299-26-000002 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 1,605 shares
    Change vs previous 13F +15 shares

    0.24% of the 13F portfolio, value $477,552.

    13F-HR 0002033299-26-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 1,590 shares
    Change vs previous 13F +245 shares

    0.26% of the 13F portfolio, value $448,634.

    13F-HR 0002033299-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 1,345 shares
    Change vs previous 13F +40 shares

    0.27% of the 13F portfolio, value $396,479.

    13F-HR 0002033299-25-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 1,305 shares
    Change vs previous 13F +11 shares

    0.26% of the 13F portfolio, value $324,501.

    13F-HR 0001785445-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    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 1,294 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $284,460.

    13F-HR 0002033299-25-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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