Zinnia Wealth Advisory, LLC
Position in IBM — International Business Machines Corp
CIK 2073676
Ocala, FL
Position in IBM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$309,331
+$56,761 QoQ
Shares Held
1,100
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#2,957
of 3,616 holders
Holding Since
Mar 2026
2 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, 2026Zinnia Wealth Advisory, LLC holds $353,815 across 2 Information Technology Services names. IBM ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
1,100 | $309,331 | |
| 2 | NABL |
N-able, Inc.
|
12,121 | $44,484 |
All Filings in IBM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,331 | 1,100 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $252,570 | 1,042 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||