Discipline Wealth Solutions, LLC

SEC CIK: 0002010507
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

IBM holding history

International Business Machines Corp in every 13F filed by Discipline Wealth Solutions, 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): 971
Value: $273.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of IBM by Discipline Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	971	$273.0K	<0.1%	−160−14.1%	Reduced	Holders
Q1 2026	1,131	$274.1K	<0.1%	+273+31.8%	Added	Holders
Q4 2025	858	$254.2K	<0.1%	+141+19.7%	Added	Holders
Q3 2025	717	$202.3K	0.1%	+717	New	Holders