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St. Louis Financial Planners Asset Management, LLC: IBM position timeline

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

St. Louis Financial Planners Asset Management, LLC held 14,234 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,234 shares
    Change vs previous 13F +3,659 shares

    2.2% of the 13F portfolio, value $4,121,049.

    13F-HR 0001214659-26-008274 filed by St. Louis Financial Planners Asset Management, 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 10,575 shares
    Change vs previous 13F +10,575 shares

    1.45% of the 13F portfolio, value $2,563,388.

    13F-HR 0001214659-26-004383 filed by St. Louis Financial Planners Asset Management, 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 0 shares
    Change vs previous 13F -11,076 shares

    13F-HR 0001214659-26-000216 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 11,076 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,125,310.

    13F-HR 0001214659-25-014504 filed by St. Louis Financial Planners Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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