Position in IBM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$209,782
+$6,286 QoQ
Shares Held
746
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#822
of 893 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026TRUEFG, LLC holds $514,002 across 2 Information Technology Services names. IBM ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEEL |
Keel Infrastructure Corp.
|
53,000 | $304,220 | |
| 2 | IBM |
International Business Machines Corp
This page
|
746 | $209,782 |
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,782 | 746 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $203,496 | 687 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $202,513 | 687 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||