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Providence Wealth Advisors, LLC: IBM position timeline

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

Providence Wealth Advisors, LLC held 10,072 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,072 shares
    Change vs previous 13F -23 shares

    1.69% of the 13F portfolio, value $2,876,058.

    13F-HR 0001104659-26-088277 filed by Providence Wealth 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 10,095 shares
    Change vs previous 13F +243 shares

    1.56% of the 13F portfolio, value $2,457,693.

    13F-HR 0001104659-26-055545 filed by Providence Wealth 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 9,852 shares
    Change vs previous 13F -673 shares

    1.82% of the 13F portfolio, value $2,918,268.

    13F-HR 0001104659-26-011326 filed by Providence Wealth 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 10,525 shares
    Change vs previous 13F -40 shares

    2.08% of the 13F portfolio, value $3,289,923.

    13F-HR 0001104659-25-106804 filed by Providence Wealth 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 10,565 shares
    Change vs previous 13F -313 shares

    1.83% of the 13F portfolio, value $2,664,630.

    13F-HR 0001104659-25-076741 filed by Providence Wealth 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 10,878 shares
    Change vs previous 13F -175 shares

    2.05% of the 13F portfolio, value $2,699,928.

    13F-HR 0001104659-25-045405 filed by Providence Wealth 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 11,053 shares
    Change vs previous 13F -245 shares

    1.86% of the 13F portfolio, value $2,460,777.

    13F-HR 0001104659-25-011876 filed by Providence Wealth 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 11,298 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $2,627,840.

    13F-HR 0001104659-24-118470 filed by Providence Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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