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Providence Capital Advisors, LLC: IBM position timeline

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

Providence Capital Advisors, LLC held 33,805 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,805 shares
    Change vs previous 13F +32,930 shares

    1.44% of the 13F portfolio, value $9,506,305.

    13F-HR 0001730814-26-000004 filed by Providence Capital Advisors, 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 875 shares
    Change vs previous 13F -111 shares

    0.03% of the 13F portfolio, value $212,091.

    13F-HR 0001730814-26-000003 filed by Providence Capital Advisors, 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 986 shares
    Change vs previous 13F -9,720 shares

    0.05% of the 13F portfolio, value $292,063.

    13F-HR 0001730814-26-000002 filed by Providence Capital Advisors, 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 10,706 shares
    Change vs previous 13F +287 shares

    0.52% of the 13F portfolio, value $3,020,915.

    13F-HR 0001730814-25-000009 filed by Providence Capital Advisors, 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 10,419 shares
    Change vs previous 13F +181 shares

    0.56% of the 13F portfolio, value $3,071,428.

    13F-HR 0001730814-25-000005 filed by Providence Capital Advisors, 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 10,238 shares
    Change vs previous 13F -7,408 shares

    0.53% of the 13F portfolio, value $2,545,878.

    13F-HR 0001730814-25-000004 filed by Providence Capital Advisors, 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 17,646 shares
    Change vs previous 13F +358 shares

    0.79% of the 13F portfolio, value $3,879,315.

    13F-HR 0001730814-25-000002 filed by Providence Capital Advisors, 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 17,288 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,822,117.

    13F-HR 0001730814-24-000005 filed by Providence Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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