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Wealthspire Advisors, LLC: IBM position timeline

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

Wealthspire Advisors, LLC held 55,000 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,000 shares
    Change vs previous 13F +14,584 shares

    0.09% of the 13F portfolio, value $15,466,436.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 40,416 shares
    Change vs previous 13F +1,032 shares

    0.08% of the 13F portfolio, value $9,796,466.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 39,384 shares
    Change vs previous 13F -23,670 shares

    0.09% of the 13F portfolio, value $11,666,020.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 63,054 shares
    Change vs previous 13F -7,012 shares

    0.09% of the 13F portfolio, value $17,791,198.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 70,066 shares
    Change vs previous 13F +12,114 shares

    0.12% of the 13F portfolio, value $20,653,922.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 57,952 shares
    Change vs previous 13F +30,369 shares

    0.09% of the 13F portfolio, value $14,410,482.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 27,583 shares
    Change vs previous 13F +1,241 shares

    0.06% of the 13F portfolio, value $6,063,592.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 26,342 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,823,552.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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