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Spire Wealth Management: IBM position timeline

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

Spire Wealth Management held 12,099 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,099 shares
    Change vs previous 13F -317 shares

    0.1% of the 13F portfolio, value $3,402,440.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 12,416 shares
    Change vs previous 13F +149 shares

    0.1% of the 13F portfolio, value $3,009,461.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,267 shares
    Change vs previous 13F +65 shares

    0.12% of the 13F portfolio, value $3,633,737.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,202 shares
    Change vs previous 13F +136 shares

    0.12% of the 13F portfolio, value $3,442,994.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,066 shares
    Change vs previous 13F -690 shares

    0.13% of the 13F portfolio, value $3,556,889.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,756 shares
    Change vs previous 13F +263 shares

    0.1% of the 13F portfolio, value $3,171,893.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,493 shares
    Change vs previous 13F -776 shares

    0.09% of the 13F portfolio, value $2,746,397.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 13,269 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,933,540.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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