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Disclosery

Concord Wealth Partners: IBM position timeline

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

Concord Wealth Partners held 13,844 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,844 shares
    Change vs previous 13F -532 shares

    0.26% of the 13F portfolio, value $3,893,055.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,259 shares
    • Concord Asset Management, LLC/VA: 6,585 shares

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

  2. period ended2026-03-31
    13F 14,376 shares
    Change vs previous 13F +571 shares

    0.26% of the 13F portfolio, value $3,484,719.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,474 shares
    • Concord Asset Management, LLC/VA: 6,902 shares

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

  3. period ended2025-12-31
    13F 13,805 shares
    Change vs previous 13F -61 shares

    0.3% of the 13F portfolio, value $4,089,134.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,166 shares
    • Concord Asset Management, LLC/VA: 6,639 shares

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

  4. period ended2025-09-30
    13F 13,866 shares
    Change vs previous 13F +1,458 shares

    0.31% of the 13F portfolio, value $3,912,518.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,172 shares
    • Concord Asset Management, LLC/VA: 6,694 shares

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

  5. period ended2025-06-30
    13F 12,408 shares
    Change vs previous 13F +4,444 shares

    0.27% of the 13F portfolio, value $3,657,528.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,204 shares
    • Concord Asset Management, LLC/VA: 6,204 shares

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

  6. period ended2025-03-31
    13F 7,964 shares
    Change vs previous 13F +6,474 shares

    0.19% of the 13F portfolio, value $1,968,100.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,105 shares
    • Concord Asset Management, LLC/VA: 3,859 shares

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

  7. period ended2024-12-31
    13F 1,490 shares
    Change vs previous 13F +34 shares

    0.05% of the 13F portfolio, value $327,621.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    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 1,456 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $321,851.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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