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Independence Wealth Advisors, LLC

SEC CIK
0002001765
Latest filing
Aug 14, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Independence 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 overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
999
Value
$280.9K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of IBM by Independence Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026999$280.9K0.1%00.0%UnchangedHolders
Q1 2026999$242.1K0.1%00.0%UnchangedHolders
Q4 2025999$295.9K0.2%–No prior filingHolders