PLANNING ALTERNATIVES LTD /ADV: IBM position timeline

PLANNING ALTERNATIVES LTD /ADV held 3,594 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,594 shares

   Change vs previous 13F +169 shares

   0.11% of the 13F portfolio, value $1,010,735.

   13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2026-08-12 (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 3,425 shares

   Change vs previous 13F -8 shares

   0.11% of the 13F portfolio, value $830,243.

   13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2026-05-07 (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 3,433 shares

   Change vs previous 13F +45 shares

   0.13% of the 13F portfolio, value $1,016,959.

   13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2026-02-06 (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 3,388 shares

   Change vs previous 13F -76 shares

   0.12% of the 13F portfolio, value $956,024.

   13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2025-11-12 (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 3,464 shares

   Change vs previous 13F +595 shares

   0.14% of the 13F portfolio, value $1,021,187.

   13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2025-08-12 (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 2,869 shares

   Change vs previous 13F 0 shares

   0.11% of the 13F portfolio, value $713,464.

   13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2025-05-09 (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 2,869 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $630,744.

   13F-HR 0001765380-25-000055 filed by PLANNING ALTERNATIVES LTD /ADV
   Filed 2025-02-06 (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 2,869 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $634,331.

   13F-HR 0001765380-24-000418 filed by PLANNING ALTERNATIVES LTD /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).