True Wealth Design, LLC

Position in IBM — International Business Machines Corp

CIK 1966033 AKRON, OH

Position in IBM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$149,322

+$7,282 QoQ

Shares Held

531

-9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#3,349

of 3,554 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

True Wealth Design, LLC holds $703,931 across 37 Information Technology Services names. IBM ranks #1 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	531	$149,322
2	ACN	Accenture plc	635	$79,019
3	G	Genpact LTD	2,395	$65,862
4	IT	Gartner Inc	484	$62,736
5	KD	Kyndryl Holdings, Inc.	3,868	$43,747
6	BR	Broadridge Financial Solutions, Inc.	309	$42,317
7	CDW	CDW Corp	289	$40,644
8	JKHY	Jack Henry & Associates Inc	269	$37,052

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$149,322	531	-9.4%	Shares	Sole	2026-07-16
2026-03-31	$142,040	586	+41.2%	Shares	Sole	2026-04-13
2025-12-31	$122,927	415	+69.4%	Shares	Sole	2026-01-08
2025-09-30	$69,129	245	+222.4%	Shares	Sole	2025-10-21
2025-06-30	$22,403	76	+13.4%	Shares	Sole	2025-08-06
2025-03-31	$16,660	67	+59.5%	Shares	Sole	2025-05-13
2024-12-31	$9,232	42	+35.5%	Shares	Sole	2025-02-14
2024-09-30	$6,853	31	0.0%	Shares	Sole	2024-11-14
2024-06-30	$5,361	31	-62.2%	Shares	Sole	2024-08-14
2024-03-31	$15,658	82	+18.8%	Shares	Sole	2024-05-14
2023-12-31	$11,284	69	+360.0%	Shares	Sole	2024-02-14
2023-09-30	$2,104	15	-99.7%	Shares	Sole	2023-11-13
2023-06-30	$761,245	5,689	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$750,096	5,722	+6.0%	Shares	Sole	2023-05-12
2022-12-31	$760,383	5,397	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.