ELEVATION WEALTH PARTNERS, LLC

Position in IBM — International Business Machines Corp

CIK 1976256 WALNUT CREEK, CA

Position in IBM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$363,885

+$235,419 QoQ

Shares Held

1,294

+144.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#2,832

of 3,616 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $576,091 across 21 Information Technology Services names. IBM ranks #1 (63.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	1,294	$363,885
2	APLD	Applied Digital Corp.	1,540	$57,442
3	G	Genpact LTD	852	$23,430
4	SAIC	Science Applications International Corp	197	$21,750
5	EPAM	EPAM Systems, Inc.	254	$20,154
6	GIB	Cgi Inc	212	$13,688
7	CDW	CDW Corp	95	$13,360
8	CNXC	Concentrix Corp	589	$13,196

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,885	1,294	+144.2%	Shares	Sole	2026-07-08
2026-03-31	$128,466	530	-4.5%	Shares	Sole	2026-04-14
2025-12-31	$164,396	555	+12.3%	Shares	Sole	2026-01-09
2025-09-30	$139,387	494	+0.2%	Shares	Sole	2025-10-14
2025-06-30	$145,326	493	+0.2%	Shares	Sole	2025-07-08
2025-03-31	$122,340	492	+0.2%	Shares	Sole	2025-04-09
2024-12-31	$107,936	491	+30.9%	Shares	Sole	2025-01-29
2024-09-30	$82,905	375	+0.3%	Shares	Sole	2024-10-04
2024-06-30	$64,683	374	+11.6%	Shares	Sole	2024-07-09
2024-03-31	$63,971	335	+0.3%	Shares	Sole	2024-04-19
2023-12-31	$54,625	334	0.0%	Shares	Sole	2024-01-17
2023-09-30	$46,860	334	+0.6%	Shares	Sole	2023-10-10
2023-06-30	$44,424	332	+0.3%	Shares	Sole	2023-07-06
2023-03-31	$43,390	331	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.