PacWest Financial Management Inc: IBM position timeline

PacWest Financial Management Inc held 3,325 IBM shares at 2016-12-31 per its 13F-HR filed 2017-01-10.

the latest 13F is the newest step

1. period ended2016-12-31

   13F 3,325 shares

   Change vs previous 13F -30 shares

   0.33% of the 13F portfolio, value $5,519,000.

   13F-HR 0001304762-17-000001 filed by PacWest Financial Management Inc
   Filed 2017-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

2. period ended2016-09-30

   13F 3,355 shares

   Change vs previous 13F +210 shares

   0.33% of the 13F portfolio, value $533,000.

   13F-HR 0001304762-16-000008 filed by PacWest Financial Management Inc
   Filed 2016-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

3. period ended2016-06-30

   13F 3,145 shares

   Change vs previous 13F -2,186 shares

   0.3% of the 13F portfolio, value $477,000.

   13F-HR 0001304762-16-000007 filed by PacWest Financial Management Inc
   Filed 2016-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

4. period ended2016-03-31

   13F 5,331 shares

   Change vs previous 13F -8,642 shares

   0.52% of the 13F portfolio, value $807,000.

   13F-HR 0001304762-16-000006 filed by PacWest Financial Management Inc
   Filed 2016-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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

5. period ended2015-12-31

   13F 13,973 shares

   Change vs previous 13F +90 shares

   1.29% of the 13F portfolio, value $1,923,000.

   13F-HR 0001304762-16-000005 filed by PacWest Financial Management Inc
   Filed 2016-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

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

6. period ended2015-09-30

   13F 13,883 shares

   Change vs previous 13F +40 shares

   1.49% of the 13F portfolio, value $2,013,000.

   13F-HR 0001304762-15-000004 filed by PacWest Financial Management Inc
   Filed 2015-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC

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

7. period ended2015-06-30

   13F 13,843 shares

   Change vs previous 13F -45 shares

   1.59% of the 13F portfolio, value $2,252,000.

   13F-HR 0001304762-15-000003 filed by PacWest Financial Management Inc
   Filed 2015-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC

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

8. period ended2015-03-31

   13F 13,888 shares

   Change vs previous 13F not available

   1.57% of the 13F portfolio, value $2,229,000.

   13F-HR 0001304762-15-000002 filed by PacWest Financial Management Inc
   Filed 2015-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC

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