Strata Wealth Advisors, LLC

SEC CIK: 0001946237
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

IBM holding history

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

IBM overview All 13F holders of IBM Full Q2 2026 holdings

Shares (Q2 2026): 1,271
Value: $357.5K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of IBM by Strata Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,271	$357.5K	0.1%	+66+5.5%	Added	Holders
Q1 2026	1,205	$292.1K	0.1%	+2+0.2%	Added	Holders
Q4 2025	1,203	$356.4K	0.1%	−292−19.5%	Reduced	Holders
Q3 2025	1,495	$421.9K	0.1%	+1,495	New	Holders