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Disclosery

Broadview Financial Management, LLC: IJJ position timeline

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

Broadview Financial Management, LLC held 44,290 IJJ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,290 shares
    Change vs previous 13F -113 shares

    4% of the 13F portfolio, value $6,542,960.

    13F-HR 0001697024-26-000003 filed by Broadview Financial 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 44,403 shares
    Change vs previous 13F -29 shares

    4.02% of the 13F portfolio, value $5,883,355.

    13F-HR 0001697024-26-000002 filed by Broadview Financial 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 44,432 shares
    Change vs previous 13F +162 shares

    3.91% of the 13F portfolio, value $5,846,791.

    13F-HR 0001697024-26-000001 filed by Broadview Financial Management, 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 44,270 shares
    Change vs previous 13F -1,826 shares

    3.87% of the 13F portfolio, value $5,742,721.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 46,096 shares
    Change vs previous 13F +3,022 shares

    3.87% of the 13F portfolio, value $5,696,571.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 43,074 shares
    Change vs previous 13F -479 shares

    3.85% of the 13F portfolio, value $5,157,298.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, 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 43,553 shares
    Change vs previous 13F -1,710 shares

    3.89% of the 13F portfolio, value $5,442,414.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, 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 45,263 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $5,595,462.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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