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Disclosery

Focus Partners Wealth: IBM position timeline

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

Focus Partners Wealth held 414,388 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 414,388 shares
    Change vs previous 13F -14,487 shares

    0.11% of the 13F portfolio, value $116,488,900.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 379,720 shares
    • Focus Partners Advisor Solutions, LLC: 34,668 shares

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

  2. period ended2026-03-31
    13F 428,875 shares
    Change vs previous 13F -18,391 shares

    0.1% of the 13F portfolio, value $103,984,188.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 393,507 shares
    • Focus Partners Advisor Solutions, LLC: 35,368 shares

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

  3. period ended2025-12-31
    13F 447,266 shares
    Change vs previous 13F +195,092 shares

    0.14% of the 13F portfolio, value $132,386,802.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 415,564 shares
    • Focus Partners Advisor Solutions, LLC: 31,702 shares

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

  4. period ended2025-09-30
    13F 252,174 shares
    Change vs previous 13F +23,125 shares

    0.1% of the 13F portfolio, value $71,479,537.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 220,660 shares
    • Focus Partners Advisor Solutions, LLC: 31,514 shares

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

  5. period ended2025-06-30
    13F 229,049 shares
    Change vs previous 13F +37,264 shares

    0.13% of the 13F portfolio, value $67,518,147.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 199,582 shares
    • Focus Partners Advisor Solutions, LLC: 29,467 shares

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

  6. period ended2025-03-31
    13F/A 191,785 shares
    Change vs previous 13F +1,755 shares

    0.1% of the 13F portfolio, value $47,689,962.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 162,467 shares
    • Focus Partners Advisor Solutions, LLC: 29,318 shares

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

  7. period ended2024-12-31
    13F/A 190,030 shares
    Change vs previous 13F -138,837 shares

    0.09% of the 13F portfolio, value $41,775,214.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 160,423 shares
    • Focus Partners Advisor Solutions, LLC: 29,607 shares

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

  8. period ended2024-09-30
    13F 328,867 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $52,813,173.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 309,028 shares
    • Focus Partners Advisor Solutions, LLC: 19,839 shares

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