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Ascentis Wealth Management, LLC: IBM position timeline

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

Ascentis Wealth Management, LLC held 12,306 IBM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 12,306 shares
    Change vs previous 13F -27,158 shares

    0.49% of the 13F portfolio, value $3,467,190.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 462 shares
    • Ascentis Wealth Management, LLC: 11,844 shares

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

  2. period ended2026-03-31
    13F 39,464 shares
    Change vs previous 13F +13,932 shares

    0.52% of the 13F portfolio, value $9,566,312.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 27,639 shares
    • Ascentis Wealth Management, LLC: 11,825 shares

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

  3. period ended2025-12-31
    13F 25,532 shares
    Change vs previous 13F -304 shares

    0.72% of the 13F portfolio, value $7,570,082.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,489 shares
    • Ascentis Wealth Management, LLC: 11,043 shares

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

  4. period ended2025-09-30
    13F 25,836 shares
    Change vs previous 13F +3,262 shares

    0.69% of the 13F portfolio, value $7,296,862.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,902 shares
    • Ascentis Wealth Management, LLC: 10,934 shares

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

  5. period ended2025-06-30
    13F 22,574 shares
    Change vs previous 13F -72 shares

    0.69% of the 13F portfolio, value $6,623,398.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,816 shares
    • Ascentis Wealth Management, LLC: 10,758 shares

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

  6. period ended2025-03-31
    13F 22,646 shares
    Change vs previous 13F +7,655 shares

    0.68% of the 13F portfolio, value $5,655,596.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,623 shares
    • Ascentis Wealth Management, LLC: 11,023 shares

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

  7. period ended2024-12-31
    13F 14,991 shares
    Change vs previous 13F -3,052 shares

    0.39% of the 13F portfolio, value $3,295,499.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11,859 shares
    • Ascentis Wealth Management, LLC: 3,132 shares

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

  8. period ended2024-09-30
    13F/A 18,043 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,001,184.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,666 shares
    • Ascentis Wealth Management, LLC: 3,377 shares

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