TWIN PEAKS WEALTH ADVISORS, LLC
Position in IBM — International Business Machines Corp
CIK 2006218
BURLINGAME, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$301,738
+$53,046 QoQ
Shares Held
1,073
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,981
of 3,616 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $301,738 across 1 Information Technology Services name. IBM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,073 | $301,738 |
All Filings in IBM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,738 | 1,073 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $248,692 | 1,026 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $297,987 | 1,006 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $251,404 | 891 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $293,895 | 997 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $235,232 | 946 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||