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Wealthcare Advisory Partners LLC: IBM position timeline

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

Wealthcare Advisory Partners LLC held 21,674 IBM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,674 shares
    Change vs previous 13F -875 shares

    0.12% of the 13F portfolio, value $6,095,021.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners 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 22,549 shares
    Change vs previous 13F +136 shares

    0.11% of the 13F portfolio, value $5,465,636.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners 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 22,413 shares
    Change vs previous 13F +330 shares

    0.13% of the 13F portfolio, value $6,638,933.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners 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 22,083 shares
    Change vs previous 13F +218 shares

    0.13% of the 13F portfolio, value $6,231,051.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 22,083 shares
    • Wealthcare Capital Partners, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 21,865 shares
    Change vs previous 13F +2,835 shares

    0.14% of the 13F portfolio, value $6,445,120.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 21,072 shares
    • Wealthcare Capital Partners, LLC: 793 shares

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

  6. period ended2025-03-31
    13F 19,030 shares
    Change vs previous 13F +422 shares

    0.13% of the 13F portfolio, value $4,731,929.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners 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 18,608 shares
    Change vs previous 13F +61 shares

    0.11% of the 13F portfolio, value $4,090,679.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners 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 18,547 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,100,435.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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