Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$380,758
+$51,593 QoQ
Shares Held
1,354
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#2,787
of 3,615 holders
Holding Since
Dec 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, 2026CURIO WEALTH, LLC holds $380,758 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
|
1,354 | $380,758 |
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,758 | 1,354 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $329,165 | 1,358 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $399,883 | 1,350 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $113,146 | 401 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $396,773 | 1,346 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $994 | 4 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $88,151 | 401 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||