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Cura Wealth Advisors, LLC

SEC CIK
0002056729
Latest filing
Aug 6, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Cura 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)
740
Value
$208.1K
% of portfolio
0.1%
Quarters held
5
Since Q4 2024
Holdings of IBM by Cura Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026740$208.1K0.1%+740NewHolders
Q1 20260$00.0%−827−100.0%Sold outHolders
Q4 2025827$244.9K0.1%+827NewHolders
Q3 20250$00.0%−785−100.0%Sold outHolders
Q2 2025785$231.4K0.1%−320−29.0%ReducedHolders
Q1 20251,105$274.8K0.1%−1,096−49.8%ReducedHolders
Q4 20242,201$483.8K0.2%–No prior filingHolders