Skip to content
Disclosery

Prentice Wealth Management LLC: IBM position timeline

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

Prentice Wealth Management LLC held 6,417 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,417 shares
    Change vs previous 13F -463 shares

    0.37% of the 13F portfolio, value $1,804,525.

    13F-HR 0001941040-26-000416 filed by Prentice Wealth Management 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 6,880 shares
    Change vs previous 13F +19 shares

    0.38% of the 13F portfolio, value $1,667,643.

    13F-HR 0001941040-26-000228 filed by Prentice Wealth Management 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 6,861 shares
    Change vs previous 13F +65 shares

    0.46% of the 13F portfolio, value $2,032,297.

    13F-HR 0001941040-26-000061 filed by Prentice Wealth Management 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 6,796 shares
    Change vs previous 13F +910 shares

    0.47% of the 13F portfolio, value $1,917,559.

    13F-HR 0001941040-25-000535 filed by Prentice Wealth Management 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 5,886 shares
    Change vs previous 13F +840 shares

    0.46% of the 13F portfolio, value $1,735,075.

    13F-HR 0001941040-25-000382 filed by Prentice Wealth Management 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 5,046 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,254,738.

    13F-HR 0001941040-25-000212 filed by Prentice Wealth Management 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 5,046 shares
    Change vs previous 13F +53 shares

    0.32% of the 13F portfolio, value $1,109,262.

    13F-HR 0001941040-25-000053 filed by Prentice Wealth Management 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 4,993 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,103,852.

    13F-HR 0001941040-24-000420 filed by Prentice Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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