LANDAAS & CO /WI /ADV: IBM position timeline

LANDAAS & CO /WI /ADV held 1,836 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,836 shares

   Change vs previous 13F +3 shares

   0.09% of the 13F portfolio, value $516,197.

   13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,833 shares

   Change vs previous 13F +45 shares

   0.1% of the 13F portfolio, value $444,408.

   13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,788 shares

   Change vs previous 13F +352 shares

   0.12% of the 13F portfolio, value $529,645.

   13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,436 shares

   Change vs previous 13F +145 shares

   0.09% of the 13F portfolio, value $405,000.

   13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,291 shares

   Change vs previous 13F -32 shares

   0.09% of the 13F portfolio, value $381,000.

   13F-HR 0001104659-25-075989 filed by LANDAAS & CO /WI /ADV
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 1,323 shares

   Change vs previous 13F +3 shares

   0.09% of the 13F portfolio, value $329,000.

   13F-HR 0001104659-25-043909 filed by LANDAAS & CO /WI /ADV
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 1,320 shares

   Change vs previous 13F +2 shares

   0.08% of the 13F portfolio, value $290,000.

   13F-HR 0001104659-25-018020 filed by LANDAAS & CO /WI /ADV
   Filed 2025-02-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,318 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $291,000.

   13F-HR 0001104659-24-116655 filed by LANDAAS & CO /WI /ADV
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).