SwitchPoint Financial Planning, LLC

SEC CIK: 0002055526
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

IBM holding history

International Business Machines Corp in every 13F filed by SwitchPoint Financial Planning, 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): 2,037
Value: $572.8K
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of IBM by SwitchPoint Financial Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,037	$572.8K	0.3%	−9−0.4%	Reduced	Holders
Q1 2026	2,046	$495.9K	0.3%	+525+34.5%	Added	Holders
Q4 2025	1,521	$450.4K	0.3%	+1,521	New	Holders