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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Ethos Financial Group, 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)
4,846
Value
$1.10M
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of IBM by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,846$1.10M0.1%+2,101+76.5%AddedHolders
Q1 20262,745$664.9K<0.1%−1,129−29.1%ReducedHolders
Q4 20253,874$1.15M0.1%−297−7.1%ReducedHolders
Q3 20254,171$1.18M0.1%−61−1.4%ReducedHolders
Q2 20254,232$1.25M0.1%+1,747+70.3%AddedHolders
Q1 20252,485$555.5K0.1%+74+3.1%AddedHolders
Q4 20242,411$537.1K0.1%−94−3.8%ReducedHolders
Q3 20242,505$554.0K0.1%+23+0.9%AddedHolders
Q2 20242,482$429.0K0.1%+211+9.3%AddedHolders
Q1 20242,271$434.0K0.1%+52+2.3%AddedHolders
Q4 20232,219$363.0K0.1%−9−0.4%ReducedHolders
Q3 20232,228$312.5K0.1%+325+17.1%AddedHolders
Q2 20231,903$249.5K0.1%00.0%UnchangedHolders
Q1 20231,903$249.5K0.1%+1+0.1%AddedHolders
Q4 20221,902$267.9K0.1%–No prior filingHolders