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Broadview Financial Management, LLC: IJK position timeline

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

Broadview Financial Management, LLC held 90,694 IJK 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 90,694 shares
    Change vs previous 13F -2,020 shares

    6.51% of the 13F portfolio, value $10,656,514.

    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 92,714 shares
    Change vs previous 13F -1,006 shares

    6.37% of the 13F portfolio, value $9,328,925.

    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 93,720 shares
    Change vs previous 13F -233 shares

    6.08% of the 13F portfolio, value $9,079,594.

    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 93,953 shares
    Change vs previous 13F -3,778 shares

    6.08% of the 13F portfolio, value $9,009,140.

    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 97,731 shares
    Change vs previous 13F +195 shares

    6.04% of the 13F portfolio, value $8,891,569.

    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 97,536 shares
    Change vs previous 13F -1,144 shares

    6.06% of the 13F portfolio, value $8,122,775.

    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 98,680 shares
    Change vs previous 13F -5,861 shares

    6.42% of the 13F portfolio, value $8,972,986.

    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 104,541 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $9,610,443.

    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).