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Wedbush Fund Advisers, LLC: IBM position timeline

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

Wedbush Fund Advisers, LLC held 144,737 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,737 shares
    Change vs previous 13F +14,765 shares

    3.61% of the 13F portfolio, value $40,701,492.

    13F-HR 0001213900-26-090207 filed by Wedbush Fund Advisers, 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 129,972 shares
    Change vs previous 13F +12,163 shares

    3.65% of the 13F portfolio, value $31,503,913.

    13F-HR 0001213900-26-085294 filed by Wedbush Fund Advisers, 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 117,809 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $34,896,204.

    13F-HR 0001213900-26-080640 filed by Wedbush Fund Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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