REGENTATLANTIC CAPITAL LLC: IBM position timeline

REGENTATLANTIC CAPITAL LLC held 58,985 IBM shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

1. period ended2022-09-30

   13F 58,985 shares

   Change vs previous 13F -1,998 shares

   0.21% of the 13F portfolio, value $7,008,000.

   13F-HR 0001085146-22-004038 filed by REGENTATLANTIC CAPITAL LLC
   Filed 2022-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

2. period ended2022-06-30

   13F 60,983 shares

   Change vs previous 13F -1,054 shares

   0.28% of the 13F portfolio, value $8,610,000.

   13F-HR 0001085146-22-003064 filed by REGENTATLANTIC CAPITAL LLC
   Filed 2022-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

3. period ended2022-03-31

   13F 62,037 shares

   Change vs previous 13F -3,373 shares

   0.23% of the 13F portfolio, value $8,066,000.

   13F-HR 0001085146-22-001649 filed by REGENTATLANTIC CAPITAL LLC
   Filed 2022-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

4. period ended2021-12-31

   13F 65,410 shares

   Change vs previous 13F -3,882 shares

   0.24% of the 13F portfolio, value $8,743,000.

   13F-HR 0001085146-22-000347 filed by REGENTATLANTIC CAPITAL LLC
   Filed 2022-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

5. period ended2021-09-30

   13F 69,292 shares

   Change vs previous 13F -2,135 shares

   0.29% of the 13F portfolio, value $9,627,000.

   13F-HR 0001085146-21-003327 filed by REGENTATLANTIC CAPITAL LLC
   Filed 2021-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

6. period ended2021-06-30

   13F 71,427 shares

   Change vs previous 13F -2,614 shares

   0.32% of the 13F portfolio, value $10,470,000.

   13F-HR 0001085146-21-002383 filed by REGENTATLANTIC CAPITAL LLC
   Filed 2021-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

7. period ended2021-03-31

   13F 74,041 shares

   Change vs previous 13F -8,909 shares

   0.33% of the 13F portfolio, value $9,867,000.

   13F-HR 0001085146-21-001371 filed by REGENTATLANTIC CAPITAL LLC
   Filed 2021-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

8. period ended2020-12-31

   13F 82,950 shares

   Change vs previous 13F not available

   0.41% of the 13F portfolio, value $10,442,000.

   13F-HR 0001085146-21-000461 filed by REGENTATLANTIC CAPITAL LLC
   Filed 2021-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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