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Whalen Wealth Management Inc.: IBM position timeline

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

Whalen Wealth Management Inc. held 6,498 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,498 shares
    Change vs previous 13F +39 shares

    0.61% of the 13F portfolio, value $1,429,105.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,459 shares
    Change vs previous 13F +4,424 shares

    0.82% of the 13F portfolio, value $1,816,335.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,035 shares
    Change vs previous 13F +527 shares

    0.26% of the 13F portfolio, value $493,264.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,508 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $446,685.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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