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Wealth Advisors of Iowa, LLC: IBM position timeline

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

Wealth Advisors of Iowa, LLC held 1,456 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,456 shares
    Change vs previous 13F +9 shares

    0.11% of the 13F portfolio, value $409,321.

    13F-HR 0001803005-26-000003 filed by Wealth Advisors of Iowa, 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 1,447 shares
    Change vs previous 13F +30 shares

    0.11% of the 13F portfolio, value $350,681.

    13F-HR 0001803005-26-000002 filed by Wealth Advisors of Iowa, 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 1,417 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $419,835.

    13F-HR 0001803005-26-000001 filed by Wealth Advisors of Iowa, 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 1,410 shares
    Change vs previous 13F +9 shares

    0.14% of the 13F portfolio, value $397,766.

    13F-HR 0001803005-25-000006 filed by Wealth Advisors of Iowa, 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 1,401 shares
    Change vs previous 13F +9 shares

    0.15% of the 13F portfolio, value $412,884.

    13F-HR 0001803005-25-000004 filed by Wealth Advisors of Iowa, 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 1,392 shares
    Change vs previous 13F +9 shares

    0.15% of the 13F portfolio, value $346,155.

    13F-HR 0001803005-25-000003 filed by Wealth Advisors of Iowa, 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 1,383 shares
    Change vs previous 13F -92 shares

    0.15% of the 13F portfolio, value $304,082.

    13F-HR 0001803005-25-000001 filed by Wealth Advisors of Iowa, 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 1,475 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $326,199.

    13F-HR 0001803005-24-000005 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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