Uniting Wealth Partners, LLC
Position in IBM — International Business Machines Corp
CIK 2056414
DENVER, CO
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,257,852
-$33,359 QoQ
Shares Held
4,473
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,720
of 3,616 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, 2026Uniting Wealth Partners, LLC holds $5,238,769 across 2 Information Technology Services names. IBM ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
106,727 | $3,980,917 | |
| 2 | IBM |
International Business Machines Corp
This page
|
4,473 | $1,257,852 |
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257,852 | 4,473 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,291,211 | 5,327 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,965,649 | 6,636 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,651,482 | 5,853 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,393,130 | 4,726 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,174,669 | 4,724 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,039,576 | 4,729 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||