SEC 13F Intelligence

Surience Private Wealth LLC / IBM

Surience Private Wealth LLC’s International Business Machs Position

Does Surience Private Wealth LLC own International Business Machs (IBM)? Not currently — the last reported position was 13.6K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2025
Shares
13.6K
% of Portfolio
+4.33%
Quarters Held
5
position exited

Position History IBM

Reported value by quarter
Q3 ’22: $3MQ3 ’22Q4 ’22: $3MQ4 ’22Q1 ’24: $4MQ1 ’24Q3 ’24: $3MQ3 ’24Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202513.6K$4M+4.33%
Q3 202415.7K$3M+3.55%
Q1 202420.5K$4M+3.71%
Q4 202220.3K$3M+3.80%
Q3 202227.7K$3M+8.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of IBM.