Naviter Wealth, LLC

Position in IBM — International Business Machines Corp

CIK 1855567 LITTLE ROCK, AR

Position in IBM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,979,701

+$932,718 QoQ

Shares Held

10,596

+25.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,119

of 3,616 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Technology · as of Jun 30, 2026

Naviter Wealth, LLC holds $4,267,077 across 3 Information Technology Services names. IBM ranks #1 (69.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	10,596	$2,979,701
2	INFY	Infosys Ltd	71,323	$748,178
3	ACN	Accenture plc	4,333	$539,198

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,979,701	10,596	+25.5%	Shares	Sole	2026-08-07
2026-03-31	$2,046,983	8,445	+3.0%	Shares	Sole	2026-04-10
2025-12-31	$2,428,625	8,199	-17.0%	Shares	Sole	2026-01-21
2025-09-30	$2,788,869	9,884	+1.5%	Shares	Sole	2025-11-06
2025-06-30	$2,870,862	9,739	-8.1%	Shares	Sole	2025-07-28
2025-03-31	$2,635,298	10,598	+0.7%	Shares	Sole	2025-04-25
2024-12-31	$2,314,590	10,529	+5.5%	Shares	Sole	2025-02-07
2024-09-30	$2,205,715	9,977	-1.5%	Shares	Sole	2024-10-16
2024-06-30	$1,751,291	10,126	+14.4%	Shares	Sole	2024-08-02
2024-03-31	$1,689,805	8,849	+12.4%	Shares	Sole	2024-04-18
2023-12-31	$1,287,792	7,874	+20.2%	Shares	Sole	2024-02-05
2023-09-30	$919,385	6,553	+4.4%	Shares	Sole	2023-11-14
2023-06-30	$840,192	6,279	+29.0%	Shares	Sole	2023-07-20
2023-03-31	$638,277	4,869	+17.9%	Shares	Sole	2023-04-12
2022-12-31	$581,875	4,130	+18.2%	Shares	Sole	2023-01-31
2022-09-30	$415,240	3,495	+13.5%	Shares	Sole	2022-10-27
2022-06-30	$434,724	3,079	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.