Invst, LLC

Position in IBM — International Business Machines Corp

CIK 1867587 INDIANAPOLIS, IN

Position in IBM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$365,573

-$271,427 QoQ

Shares Held

1,300

-50.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,828

of 3,616 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Invst, LLC holds $1,935,985 across 2 Information Technology Services names. IBM ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CNDT	CONDUENT Inc	1,075,625	$1,570,412
2	IBM	International Business Machines Corp This page	1,300	$365,573

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,573	1,300	-50.5%	Shares	Sole	2026-08-14
2026-03-31	$637,000	2,628	+124.6%	Shares	Sole	2026-05-13
2025-12-31	$346,565	1,170	+4.6%	Shares	Sole	2026-02-11
2025-09-30	$315,737	1,119	-6.8%	Shares	Sole	2026-02-04
2025-06-30	$353,736	1,200	-81.7%	Shares	Sole	2025-10-16
2024-06-30	$1,132,995	6,551	+0.5%	Shares	Sole	2024-08-16
2024-03-31	$1,244,677	6,518	-0.0%	Shares	Sole	2024-05-24
2023-12-31	$1,066,509	6,521	+0.2%	Shares	Sole	2024-02-07
2023-09-30	$913,212	6,509	+0.9%	Shares	Sole	2023-11-21
2023-06-30	$862,806	6,448	-0.0%	Shares	Sole	2023-07-28
2023-03-31	$845,399	6,449	-5.1%	Shares	Sole	2023-04-28
2022-12-31	$957,206	6,794	-0.1%	Shares	Sole	2023-02-01
2022-09-30	$808,264	6,803	-0.1%	Shares	Sole	2022-11-23
2022-06-30	$961,080	6,807	-1.2%	Shares	Sole	2022-08-11
2022-03-31	$895,967	6,891	+231.3%	Shares	Sole	2022-05-12
2021-03-31	$277,180	2,080	-41.8%	Shares	Sole	2021-06-23
2020-12-31	$450,021	3,575	+20.6%	Shares	Sole	2021-06-23
2020-09-30	$360,629	2,964	+5.9%	Shares	Sole	2021-06-23
2020-06-30	$338,035	2,799	+29.1%	Shares	Sole	2021-06-23
2020-03-31	$240,496	2,168	—	Shares	Sole	2021-06-23
No filing history on record for this holder in this stock.