Waterfront Wealth Inc.

Position in IBM — International Business Machines Corp

CIK 1775210 OVERLAND PARK, KS

Position in IBM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$606,851

+$82,562 QoQ

Shares Held

2,158

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,357

of 3,616 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waterfront Wealth Inc. holds $8,831,886 across 4 Information Technology Services names. IBM ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DXC	DXC Technology Co	431,725	$3,820,766
2	KD	Kyndryl Holdings, Inc.	279,168	$3,157,390
3	GLOB	Globant S.A.	43,085	$1,246,879
4	IBM	International Business Machines Corp This page	2,158	$606,851

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$606,851	2,158	-0.2%	Shares	Sole	2026-07-30
2026-03-31	$524,289	2,163	+0.7%	Shares	Sole	2026-04-30
2025-12-31	$636,259	2,148	+0.0%	Shares	Sole	2026-01-27
2025-09-30	$605,797	2,147	+0.4%	Shares	Sole	2025-11-06
2025-06-30	$630,534	2,139	+0.0%	Shares	Sole	2025-08-04
2025-03-31	$531,635	2,138	-10.7%	Shares	Sole	2025-04-25
2024-12-31	$526,053	2,393	+2.0%	Shares	Sole	2025-02-03
2024-09-30	$518,874	2,347	+1.8%	Shares	Sole	2024-10-31
2024-06-30	$398,822	2,306	-14.8%	Shares	Sole	2024-08-01
2024-03-31	$516,928	2,707	-66.1%	Shares	Sole	2024-05-13
2023-12-31	$1,305,129	7,980	-27.6%	Shares	Sole	2024-01-31
2023-09-30	$1,547,088	11,027	+2.0%	Shares	Sole	2023-11-09
2023-06-30	$1,446,619	10,811	+2.6%	Shares	Sole	2023-07-28
2023-03-31	$1,381,164	10,536	-8.9%	Shares	Sole	2023-04-19
2022-12-31	$1,629,533	11,566	-2.1%	Shares	Sole	2023-01-31
2022-09-30	$1,403,740	11,815	-4.0%	Shares	Sole	2022-11-02
2022-06-30	$1,737,342	12,305	-3.3%	Shares	Sole	2022-07-25
2022-03-31	$1,654,634	12,726	+7.0%	Shares	Sole	2022-05-13
2021-12-31	$1,589,484	11,892	-5.8%	Shares	Sole	2022-02-14
2021-09-30	$1,753,435	12,621	+3.2%	Shares	Sole	2021-11-02
2021-06-30	$1,792,795	12,230	+5.6%	Shares	Sole	2021-08-04
2021-03-31	$1,542,617	11,576	+12.0%	Shares	Sole	2021-04-23
2020-12-31	$1,301,096	10,336	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.