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Partnervest Advisory Services LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partnervest Advisory Services LLC on IBM, newest first. How the timeline and the estimate are built.

Partnervest Advisory Services LLC held 5,703 IBM shares at 2020-09-30 per its 13F-HR filed 2020-11-03.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 5,703 shares
    Change vs previous 13F -337 shares

    0.22% of the 13F portfolio, value $694,000.

    13F-HR 0001532516-20-000006 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 6,040 shares
    Change vs previous 13F +48 shares

    0.27% of the 13F portfolio, value $729,000.

    13F-HR 0001532516-20-000004 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 5,992 shares
    Change vs previous 13F +2,681 shares

    0.3% of the 13F portfolio, value $665,000.

    13F-HR 0001532516-20-000002 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 3,311 shares
    Change vs previous 13F -4,294 shares

    0.16% of the 13F portfolio, value $444,000.

    13F-HR 0001085146-20-000381 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 7,605 shares
    Change vs previous 13F +4,326 shares

    0.4% of the 13F portfolio, value $1,106,000.

    13F-HR 0001085146-19-002863 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 3,279 shares
    Change vs previous 13F -65 shares

    0.18% of the 13F portfolio, value $452,000.

    13F-HR 0001085146-19-002141 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 3,344 shares
    Change vs previous 13F +29 shares

    0.2% of the 13F portfolio, value $472,000.

    13F-HR 0001085146-19-001449 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 3,315 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $377,000.

    13F-HR 0001085146-19-000298 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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