Triad Wealth Partners, LLC
Position in IBM — International Business Machines Corp
CIK 2012717
LAWRENCE, KS
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,312,125
+$407,284 QoQ
Shares Held
4,666
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,657
of 3,554 holders
Holding Since
Jun 2024
7 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, 2026Triad Wealth Partners, LLC holds $2,490,468 across 5 Information Technology Services names. IBM ranks #1 (52.7% of the industry book) .
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,312,125 | 4,666 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $904,841 | 3,733 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,027,256 | 3,468 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $836,886 | 2,966 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $647,336 | 2,196 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $220,312 | 886 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $57,419 | 332 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||