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Disclosery

Plancorp, LLC: IBM position timeline

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

Plancorp, LLC held 5,102 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,102 shares
    Change vs previous 13F -1,336 shares

    0.04% of the 13F portfolio, value $1,480,743.

    13F-HR 0001754960-26-000517 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 6,438 shares
    Change vs previous 13F -369 shares

    0.04% of the 13F portfolio, value $1,485,584.

    13F-HR 0001754960-26-000252 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,807 shares
    Change vs previous 13F -474 shares

    0.06% of the 13F portfolio, value $2,016,370.

    13F-HR 0001754960-26-000156 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,281 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $2,054,510.

    13F-HR 0001754960-25-000672 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,283 shares
    Change vs previous 13F +357 shares

    0.07% of the 13F portfolio, value $2,146,934.

    13F-HR 0001754960-25-000402 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,926 shares
    Change vs previous 13F -336 shares

    0.07% of the 13F portfolio, value $1,722,241.

    13F-HR 0001879202-25-000022 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,262 shares
    Change vs previous 13F +84 shares

    0.07% of the 13F portfolio, value $1,596,405.

    13F-HR 0001879202-25-000003 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,178 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,586,912.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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