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Planning Capital Management Corp: IBM position timeline

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

Planning Capital Management Corp held 1,474 IBM shares at 2024-09-30 per its 13F-HR filed 2024-11-06.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 1,474 shares
    Change vs previous 13F +81 shares

    0.22% of the 13F portfolio, value $325,826.

    13F-HR 0002012016-24-000005 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 1,393 shares
    Change vs previous 13F +8 shares

    0.17% of the 13F portfolio, value $240,969.

    13F-HR 0002012016-24-000003 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 1,385 shares
    Change vs previous 13F +9 shares

    0.19% of the 13F portfolio, value $264,442.

    13F-HR 0002012016-24-000002 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 1,376 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $225,127.

    13F-HR 0002012016-24-000001 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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