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Proquility Private Wealth Partners, LLC: IBM position timeline

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

Proquility Private Wealth Partners, LLC held 12,814 IBM shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 12,814 shares
    Change vs previous 13F -1,732 shares

    0.98% of the 13F portfolio, value $3,186,329.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 14,546 shares
    Change vs previous 13F +595 shares

    1.03% of the 13F portfolio, value $3,197,647.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 13,951 shares
    Change vs previous 13F -545 shares

    0.99% of the 13F portfolio, value $3,084,287.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 14,496 shares
    Change vs previous 13F +9,463 shares

    0.86% of the 13F portfolio, value $2,507,083.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 5,033 shares
    Change vs previous 13F -641 shares

    0.33% of the 13F portfolio, value $961,102.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 5,674 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $927,983.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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