CreativeOne Wealth, LLC

Position in IBM — International Business Machines Corp

CIK 1739728 OVERLAND PARK, KS

Position in IBM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,387,914

+$1,130,415 QoQ

Shares Held

33,384

-2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#602

of 3,615 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $11,552,315 across 4 Information Technology Services names. IBM ranks #1 (81.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	33,384	$9,387,914
2	ACN	Accenture plc	11,749	$1,462,045
3	APLD	Applied Digital Corp.	11,395	$425,033
4	BR	Broadridge Financial Solutions, Inc.	2,025	$277,323

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,387,914	33,384	-2.0%	Shares	Other	2026-08-13
2026-03-31	$8,257,499	34,067	+1.9%	Shares	Other	2026-05-15
2025-12-31	$9,899,041	33,419	+5.2%	Shares	Other	2026-02-13
2025-09-30	$8,962,247	31,763	+16.6%	Shares	Other	2025-11-13
2025-06-30	$8,027,153	27,231	-5.7%	Shares	Other	2025-08-12
2025-03-31	$7,177,819	28,866	+12.4%	Shares	Other	2025-05-14
2024-12-31	$5,647,212	25,689	+3.8%	Shares	Other	2025-02-13
2024-09-30	$5,471,286	24,748	+70.7%	Shares	Other	2024-11-13
2024-06-30	$2,507,083	14,496	-9.4%	Shares	Sole	2024-08-14
2024-03-31	$3,054,978	15,998	+102.9%	Shares	Sole	2024-05-14
2023-12-31	$1,289,591	7,885	-4.3%	Shares	Sole	2024-02-09
2023-09-30	$1,156,352	8,242	-46.6%	Shares	Sole	2023-10-17
2023-06-30	$2,066,294	15,442	-10.5%	Shares	Sole	2023-08-14
2023-03-31	$2,262,351	17,258	-0.2%	Shares	Sole	2023-05-15
2022-12-31	$2,436,974	17,297	+2.1%	Shares	Sole	2023-02-15
2022-09-30	$2,013,710	16,949	+5.4%	Shares	Sole	2022-11-15
2022-06-30	$2,271,464	16,088	-6.2%	Shares	Sole	2022-08-12
2022-03-31	$2,228,932	17,143	+2.5%	Shares	Sole	2022-05-13
2021-12-31	$2,234,394	16,717	+13.3%	Shares	Sole	2022-02-15
2021-09-30	$2,049,773	14,754	+4.5%	Shares	Sole	2021-11-16
2021-06-30	$2,068,823	14,113	+93.9%	Shares	Sole	2021-08-13
2021-03-31	$969,865	7,278	+41.2%	Shares	Sole	2021-05-17
2020-12-31	$648,659	5,153	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.