Skip to content
Disclosery

Worth Asset Management, LLC: IBM position timeline

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

Worth Asset Management, LLC held 2,111 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,111 shares
    Change vs previous 13F +109 shares

    0.14% of the 13F portfolio, value $464,398.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,002 shares
    Change vs previous 13F +269 shares

    0.18% of the 13F portfolio, value $562,948.

    13F-HR 0001927285-26-000005 filed by Worth Asset Management, LLC
    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 1,733 shares
    Change vs previous 13F -4,351 shares

    0.16% of the 13F portfolio, value $420,056.

    13F-HR 0001927285-26-000003 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,084 shares
    Change vs previous 13F +4,470 shares

    0.76% of the 13F portfolio, value $1,802,139.

    13F-HR 0001927285-26-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,614 shares
    Change vs previous 13F -136 shares

    0.2% of the 13F portfolio, value $455,211.

    13F-HR 0001927285-25-000006 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,750 shares
    Change vs previous 13F -268 shares

    0.25% of the 13F portfolio, value $515,664.

    13F-HR 0001927285-25-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,018 shares
    Change vs previous 13F -1,490 shares

    0.27% of the 13F portfolio, value $501,660.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,508 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $771,062.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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