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Disclosery

WEALTH EFFECTS LLC: IBM position timeline

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

WEALTH EFFECTS LLC held 14,855 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 14,855 shares
    Change vs previous 13F +2,145 shares

    1.13% of the 13F portfolio, value $4,177,375.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 12,710 shares
    Change vs previous 13F +840 shares

    1.09% of the 13F portfolio, value $3,080,777.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 11,870 shares
    Change vs previous 13F -1,672 shares

    1.1% of the 13F portfolio, value $3,516,012.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 13,542 shares
    Change vs previous 13F +865 shares

    1.23% of the 13F portfolio, value $3,821,075.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 12,677 shares
    Change vs previous 13F +985 shares

    1.4% of the 13F portfolio, value $3,736,993.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 11,692 shares
    Change vs previous 13F -1,550 shares

    1.22% of the 13F portfolio, value $2,907,389.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 13,242 shares
    Change vs previous 13F -1,469 shares

    1.03% of the 13F portfolio, value $2,911,039.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 14,711 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,252,358.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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