IAG Wealth Partners, LLC
Position in IBM — International Business Machines Corp
CIK 1827261
Waukesha, WI
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$36,838
+$20,598 QoQ
Shares Held
131
+95.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,538
of 3,616 holders
Holding Since
Mar 2020
4 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, 2026IAG Wealth Partners, LLC holds $74,684 across 5 Information Technology Services names. IBM ranks #1 (49.3% of the industry book) .
All Filings in IBM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,838 | 131 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,240 | 67 | Shares | Sole | 2026-04-29 | |
| 2023-03-31 | $13,109 | 100 | Shares | Sole | 2023-04-25 | |
| 2020-03-31 | $887 | 8 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||