WEALTH ALLIANCE, LLC

Position in IBM — International Business Machines Corp

CIK 1793904 MELLVILLE, NY

Position in IBM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,574,776

+$99,106 QoQ

Shares Held

5,600

-8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,558

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $2,660,817 across 5 Information Technology Services names. IBM ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	5,600	$1,574,776
2	CDW	CDW Corp	3,556	$500,115
3	JKHY	Jack Henry & Associates Inc	1,869	$257,436
4	INFY	Infosys Ltd	17,260	$181,057
5	WSE	Wise Group plc	12,379	$147,433

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,574,776	5,600	-8.0%	Shares	Defined	2026-08-11
2026-03-31	$1,475,670	6,088	-1.5%	Shares	Defined	2026-05-14
2025-12-31	$1,829,985	6,178	+5.8%	Shares	Defined	2026-02-13
2025-09-30	$1,647,814	5,840	-5.1%	Shares	Defined	2025-11-07
2025-06-30	$1,814,370	6,155	+2.5%	Shares	Defined	2025-08-08
2025-03-31	$1,493,700	6,007	+0.2%	Shares	Defined	2025-05-05
2024-12-31	$1,317,880	5,995	-2.5%	Shares	Defined	2025-02-03
2024-09-30	$1,359,420	6,149	+3.4%	Shares	Defined	2024-11-04
2024-06-30	$1,028,187	5,945	+4.3%	Shares	Defined	2024-08-09
2024-03-31	$1,088,472	5,700	-0.8%	Shares	Defined	2024-05-10
2023-12-31	$939,758	5,746	-0.1%	Shares	Defined	2024-01-30
2023-09-30	$806,865	5,751	+0.4%	Shares	Defined	2023-11-09
2023-06-30	$766,597	5,729	+2.7%	Shares	Defined	2023-08-02
2023-03-31	$730,957	5,576	-9.1%	Shares	Defined	2023-05-11
2022-12-31	$863,936	6,132	-4.4%	Shares	Defined	2023-02-13
2022-09-30	$761,808	6,412	-13.3%	Shares	Sole	2022-11-14
2022-06-30	$1,043,957	7,394	+50.9%	Shares	Sole	2022-10-11
2022-03-31	$637,098	4,900	+7.9%	Shares	Defined	2022-05-10
2021-12-31	$607,083	4,542	-15.8%	Shares	Sole	2022-02-14
2021-09-30	$749,249	5,393	-24.6%	Shares	Defined	2021-11-12
2021-06-30	$1,048,411	7,152	+6.8%	Shares	Defined	2021-08-16
2021-03-31	$892,308	6,696	-5.6%	Shares	Defined	2021-05-18
2020-12-31	$892,614	7,091	+12.1%	Shares	Defined	2021-02-11
2020-09-30	$769,806	6,327	+12.7%	Shares	Defined	2020-12-01
2020-06-30	$678,123	5,615	+107.7%	Shares	Defined	2020-08-14
2020-03-31	$299,843	2,703	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.