United Financial Planning Group LLC
Position in IBM — International Business Machines Corp
CIK 2088337
HAUPPAUGE, NY
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$132,731
-$5,673 QoQ
Shares Held
472
-17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,427
of 3,616 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $160,420 across 4 Information Technology Services names. IBM ranks #1 (82.7% of the industry book) .
All Filings in IBM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,731 | 472 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $138,404 | 571 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $191,944 | 648 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $183,404 | 650 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||