Position in IT
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$233,234
-$285,201 QoQ
Shares Held
1,473
-28.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026waypoint wealth counsel holds $205,001 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
729 | $205,001 |
All Filings in IT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,234 | 1,473 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $518,435 | 2,055 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $234,741 | 893 | Shares | Other | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||