Comprehensive Financial Planning, Inc./PA
Position in IBM — International Business Machines Corp
CIK 2044855
EAST PETERSBURG, PA
Position in IBM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,061
+$698 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,618
of 3,639 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Comprehensive Financial Planning, Inc./PA holds $5,323 across 3 Information Technology Services names. IBM ranks #1 (95.1% of the industry book) .
All Filings in IBM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,061 | 18 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,363 | 18 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,331 | 18 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,514 | 16 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,716 | 16 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,978 | 16 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,616 | 21 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||