CVFG LLC

Position in IBM — International Business Machines Corp

CIK 2050974 SHELBYVILLE, IN

Position in IBM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$216,250

+$10,704 QoQ

Shares Held

769

-9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,302

of 3,616 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CVFG LLC holds $2,272,662 across 3 Information Technology Services names. IBM ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc.	10,000	$1,369,500
2	LDOS	Leidos Holdings, Inc.	6,671	$686,912
3	IBM	International Business Machines Corp This page	769	$216,250

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,250	769	-9.3%	Shares	Sole	2026-08-11
2026-03-31	$205,546	848	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.