Syntegra Private Wealth Group, LLC

Position in IBM — International Business Machines Corp

CIK 1964298 Chesterfield, MO

Position in IBM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,408,299

+$190,290 QoQ

Shares Held

5,008

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#1,631

of 3,616 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Syntegra Private Wealth Group, LLC holds $1,630,986 across 2 Information Technology Services names. IBM ranks #1 (86.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	5,008	$1,408,299
2	IT	Gartner Inc	1,718	$222,687

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,408,299	5,008	-0.3%	Shares	Sole	2026-07-15
2026-03-31	$1,218,009	5,025	+0.2%	Shares	Sole	2026-04-27
2025-12-31	$1,485,789	5,016	-2.8%	Shares	Sole	2026-02-10
2025-09-30	$1,456,792	5,163	+4.8%	Shares	Sole	2025-10-16
2025-06-30	$1,452,675	4,928	-10.2%	Shares	Sole	2025-07-30
2025-03-31	$1,363,900	5,485	+0.5%	Shares	Sole	2025-05-09
2024-12-31	$1,199,612	5,457	-3.4%	Shares	Sole	2025-01-27
2024-09-30	$1,249,323	5,651	-3.0%	Shares	Sole	2024-10-22
2024-06-30	$1,007,606	5,826	+30.6%	Shares	Sole	2024-07-26
2024-03-31	$851,872	4,461	0.0%	Shares	Sole	2024-05-10
2023-12-31	$729,596	4,461	+1.6%	Shares	Sole	2024-01-18
2023-09-30	$616,057	4,391	+23.6%	Shares	Sole	2023-10-18
2023-06-30	$475,560	3,554	+10.6%	Shares	Sole	2023-07-28
2023-03-31	$421,323	3,214	0.0%	Shares	Sole	2023-05-15
2022-12-31	$452,820	3,214	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.