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Wealthstreet Investment Advisors, LLC: IBM position timeline

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

Wealthstreet Investment Advisors, LLC held 1,160 IBM shares at 2022-03-31 per its 13F-HR filed 2022-04-25.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 1,160 shares
    Change vs previous 13F 0 shares

    4.07% of the 13F portfolio, value $151,000.

    13F-HR 0001580642-22-002227 filed by Wealthstreet Investment 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 ended2021-12-31
    13F 1,160 shares
    Change vs previous 13F +200 shares

    3.82% of the 13F portfolio, value $155,000.

    13F-HR 0001580642-22-000280 filed by Wealthstreet Investment 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 ended2021-09-30
    13F 960 shares
    Change vs previous 13F -2,310 shares

    3.67% of the 13F portfolio, value $133,000.

    13F-HR 0001580642-21-005151 filed by Wealthstreet Investment 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 ended2021-06-30
    13F 3,270 shares
    Change vs previous 13F -76,386 shares

    2.49% of the 13F portfolio, value $480,000.

    13F-HR 0001580642-21-003387 filed by Wealthstreet Investment 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 ended2021-03-31
    13F 79,656 shares
    Change vs previous 13F +10,600 shares

    1.04% of the 13F portfolio, value $10,616,000.

    13F-HR 0001580642-21-001956 filed by Wealthstreet Investment 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 ended2020-12-31
    13F 69,056 shares
    Change vs previous 13F -6,025 shares

    0.88% of the 13F portfolio, value $8,693,000.

    13F-HR 0001580642-21-000168 filed by Wealthstreet Investment 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 ended2020-09-30
    13F 75,081 shares
    Change vs previous 13F +8,350 shares

    1.02% of the 13F portfolio, value $9,134,000.

    13F-HR 0001580642-20-003877 filed by Wealthstreet Investment 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 ended2020-06-30
    13F 66,731 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $8,060,000.

    13F-HR 0001580642-20-002925 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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