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Prosperitas Financial LLC: IBM position timeline

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

Prosperitas Financial LLC held 1,823 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,823 shares
    Change vs previous 13F +426 shares

    0.16% of the 13F portfolio, value $512,653.

    13F-HR 0001172661-26-003849 filed by Prosperitas Financial 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 1,397 shares
    Change vs previous 13F +165 shares

    0.13% of the 13F portfolio, value $338,678.

    13F-HR 0001172661-26-002348 filed by Prosperitas Financial 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 1,232 shares
    Change vs previous 13F -28 shares

    0.14% of the 13F portfolio, value $365,045.

    13F-HR 0001172661-26-000469 filed by Prosperitas Financial 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 1,260 shares
    Change vs previous 13F +36 shares

    0.15% of the 13F portfolio, value $355,709.

    13F-HR 0001172661-25-004436 filed by Prosperitas Financial 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 1,224 shares
    Change vs previous 13F -24 shares

    0.17% of the 13F portfolio, value $360,735.

    13F-HR 0001172661-25-003062 filed by Prosperitas Financial 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 1,248 shares
    Change vs previous 13F +6 shares

    0.16% of the 13F portfolio, value $310,332.

    13F-HR 0001172661-25-001821 filed by Prosperitas Financial 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 1,242 shares
    Change vs previous 13F +95 shares

    0.14% of the 13F portfolio, value $273,088.

    13F-HR 0001172661-25-000506 filed by Prosperitas Financial 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 1,147 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $253,674.

    13F-HR 0001172661-24-004393 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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