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ForthRight Wealth Management, LLC

SEC CIK
0001841633
Latest filing
Aug 7, 2026

IBM holding history

International Business Machines Corp in every 13F filed by ForthRight Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
4,327
Value
$1.22M
% of portfolio
0.3%
Quarters held
6
Since Q1 2025
Holdings of IBM by ForthRight Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,327$1.22M0.3%+101+2.4%AddedHolders
Q1 20264,226$1.02M0.3%00.0%UnchangedHolders
Q4 20254,226$1.25M0.4%+60+1.4%AddedHolders
Q3 20254,166$1.18M0.3%+2,064+98.2%AddedHolders
Q2 20252,102$619.6K0.2%+1,251+147.0%AddedHolders
Q1 2025851$211.6K0.1%+851NewHolders