Broadview Financial Management, LLC: IJS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadview Financial Management, LLC on IJS, newest first. How the timeline and the estimate are built.
Broadview Financial Management, LLC held 29,219 IJS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 29,219 sharesChange vs previous 13F -58 shares
2.44% of the 13F portfolio, value $3,993,613.
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 29,277 sharesChange vs previous 13F -261 shares
2.37% of the 13F portfolio, value $3,467,906.
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 29,538 sharesChange vs previous 13F -490 shares
2.25% of the 13F portfolio, value $3,359,094.
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 30,028 sharesChange vs previous 13F -1,187 shares
2.24% of the 13F portfolio, value $3,320,822.
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 31,215 sharesChange vs previous 13F -741 shares
2.11% of the 13F portfolio, value $3,105,600.
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 31,956 sharesChange vs previous 13F -220 shares
2.32% of the 13F portfolio, value $3,115,023.
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 32,176 sharesChange vs previous 13F -1,594 shares
2.5% of the 13F portfolio, value $3,494,644.
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 33,770 sharesChange vs previous 13F not available
2.46% of the 13F portfolio, value $3,635,711.
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).