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
- period ended2026-06-3013F 90,694 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 92,714 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 93,720 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 93,953 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 97,731 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 97,536 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 98,680 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 104,541 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).