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Virginia Estate & Retirement Planning Advisors Inc.: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Virginia Estate & Retirement Planning Advisors Inc. on IBM, newest first. How the timeline and the estimate are built.

Virginia Estate & Retirement Planning Advisors Inc. held 192 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 192 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $42,258.

    13F-HR 0002115327-26-000005 filed by Virginia Estate & Retirement Planning Advisors Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 191 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $53,652.

    13F-HR 0002115327-26-000003 filed by Virginia Estate & Retirement Planning Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 190 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $45,967.

    13F-HR 0002115327-26-000002 filed by Virginia Estate & Retirement Planning Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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