MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in IBM — International Business Machines Corp
CIK 1607355
GLASTONBURY, CT
Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$148,197
+$20,458 QoQ
Shares Held
527
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,407
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $162,275 across 5 Information Technology Services names. IBM ranks #1 (91.3% of the industry book) .
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,197 | 527 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $127,739 | 527 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $29,621 | 100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $28,216 | 100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $29,478 | 100 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $24,866 | 100 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,983 | 100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $22,108 | 100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,295 | 100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,096 | 100 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,355 | 100 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $14,030 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,381 | 100 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,109 | 100 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,089 | 100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,881 | 100 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $14,119 | 100 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,002 | 100 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,366 | 100 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,893 | 100 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,658 | 100 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,325 | 100 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $12,588 | 100 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,166 | 100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,077 | 100 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $11,092 | 100 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||